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 | $58,946 | $88,634-33.5% | $101,326-41.8% | $74,304-20.7% |
| Participation rate | 84.6% | 76.9%+7.8pp | 81.5%+3.1pp | 60.3%+24.3pp |
| Annual return | 23.31% | 33.10%-9.8pp | 36.82%-13.5pp | 29.43%-6.1pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $11,256 | $7,322+53.7% | $7,994+40.8% | $3,767+198.8% |
| Admin fee / account holder | $6,798 | $2,425+180.3% | $11,185-39.2% | $2,969+129.0% |