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 | $78,796 | $91,552-13.9% | $133,956-41.2% | $79,858-1.3% |
| Participation rate | 92.6% | 73.3%+19.3pp | 79.8%+12.8pp | 69.6%+23.0pp |
| Annual return | 22.14% | 61.85%-39.7pp | 45.09%-23.0pp | 31.71%-9.6pp |
| Employer contribution / active EE | $117 | $2,384-95.1% | $3,919-97.0% | $2,471-95.3% |
| Participant deferral / active EE | $2,065 | $3,733-44.7% | $5,048-59.1% | $3,740-44.8% |
| Admin fee / account holder | $17,984 | $6,321+184.5% | $8,927+101.4% | $5,306+238.9% |