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 | $61,271 | $87,013-29.6% | $106,213-42.3% | $80,856-24.2% |
| Participation rate | 75.0% | 70.4%+4.6pp | 75.3%-0.3pp | 67.6%+7.4pp |
| Annual return | 20.46% | 17.05%+3.4pp | 116.14%-95.7pp | 35.59%-15.1pp |
| Employer contribution / active EE | $300 | $2,395-87.5% | $3,171-90.5% | $2,755-89.1% |
| Participant deferral / active EE | $1,813 | $3,986-54.5% | $5,016-63.9% | $4,296-57.8% |
| Admin fee / account holder | $7,940 | $8,431-5.8% | $11,033-28.0% | $6,918+14.8% |