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 | $44,438 | $81,460-45.4% | $103,333-57.0% | $80,856-45.0% |
| Participation rate | 78.7% | 66.8%+11.8pp | 74.5%+4.2pp | 67.6%+11.1pp |
| Annual return | 12.29% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $686 | $3,105-77.9% | $3,868-82.3% | $2,755-75.1% |
| Participant deferral / active EE | $2,771 | $3,869-28.4% | $5,057-45.2% | $4,296-35.5% |
| Admin fee / account holder | $3,665 | $6,566-44.2% | $8,355-56.1% | $6,918-47.0% |