See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,548 | $109,881-40.3% | $150,045-56.3% | $84,808-22.7% |
| Participation rate | 86.4% | 76.1%+10.3pp | 82.3%+4.0pp | 68.3%+18.1pp |
| Annual return | 31.59% | 28.25%+3.3pp | 62.55%-31.0pp | 40.90%-9.3pp |
| Employer contribution / active EE | $553 | $3,561-84.5% | $4,693-88.2% | $2,631-79.0% |
| Participant deferral / active EE | $4,570 | $6,636-31.1% | $7,997-42.9% | $4,212+8.5% |
| Admin fee / account holder | $30,103 | $8,568+251.3% | $13,435+124.1% | $7,344+309.9% |