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 | $82,452 | $65,365+26.1% | $92,893-11.2% | $72,985+13.0% |
| Participation rate | 71.0% | 68.3%+2.7pp | 76.0%-5.0pp | 69.5%+1.5pp |
| Annual return | 18.56% | 42.10%-23.5pp | 109.41%-90.9pp | 81.00%-62.4pp |
| Employer contribution / active EE | $554 | $2,594-78.7% | $3,653-84.8% | $2,440-77.3% |
| Participant deferral / active EE | $2,782 | $3,128-11.1% | $4,236-34.3% | $3,607-22.9% |
| Admin fee / account holder | $12,158 | $4,251+186.0% | $5,794+109.8% | $5,124+137.3% |