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 | $70,620 | $71,050-0.6% | $93,606-24.6% | $80,856-12.7% |
| Participation rate | 73.5% | 60.4%+13.1pp | 68.7%+4.8pp | 67.6%+5.9pp |
| Annual return | 17.78% | 11.26%+6.5pp | 133.20%-115.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $328 | $1,564-79.0% | $2,420-86.4% | $2,755-88.1% |
| Participant deferral / active EE | $3,086 | $4,034-23.5% | $4,411-30.0% | $4,296-28.2% |
| Admin fee / account holder | $562 | $6,945-91.9% | $8,285-93.2% | $6,918-91.9% |