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 | $45,297 | $76,367-40.7% | $93,606-51.6% | $72,985-37.9% |
| Participation rate | 80.0% | 71.7%+8.3pp | 75.8%+4.2pp | 69.5%+10.5pp |
| Annual return | 20.44% | 25.82%-5.4pp | 32.76%-12.3pp | 81.00%-60.6pp |
| Employer contribution / active EE | $212 | $2,275-90.7% | $2,718-92.2% | $2,440-91.3% |
| Participant deferral / active EE | $2,123 | $3,538-40.0% | $4,069-47.8% | $3,607-41.2% |
| Admin fee / account holder | $6,705 | $6,838-1.9% | $7,888-15.0% | $5,124+30.9% |