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 | $30,516 | $54,705-44.2% | $71,209-57.1% | $84,808-64.0% |
| Participation rate | 74.4% | 64.1%+10.3pp | 73.8%+0.6pp | 68.3%+6.0pp |
| Annual return | 20.03% | 35.90%-15.9pp | 282.51%-262.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $255 | $2,158-88.2% | $2,721-90.6% | $2,631-90.3% |
| Participant deferral / active EE | $4,118 | $3,030+35.9% | $4,175-1.4% | $4,212-2.2% |
| Admin fee / account holder | $2,289 | $4,863-52.9% | $5,349-57.2% | $7,344-68.8% |