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 | $68,448 | $54,705+25.1% | $71,209-3.9% | $84,808-19.3% |
| Participation rate | 80.5% | 64.1%+16.4pp | 73.8%+6.8pp | 68.3%+12.2pp |
| Annual return | 16.33% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $171 | $2,158-92.1% | $2,721-93.7% | $2,631-93.5% |
| Participant deferral / active EE | $2,018 | $3,030-33.4% | $4,175-51.7% | $4,212-52.1% |
| Admin fee / account holder | $1,945 | $4,863-60.0% | $5,349-63.6% | $7,344-73.5% |