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 | $34,978 | $65,365-46.5% | $92,893-62.3% | $72,985-52.1% |
| Participation rate | 93.2% | 68.3%+24.9pp | 76.0%+17.2pp | 69.5%+23.7pp |
| Annual return | 18.39% | 42.10%-23.7pp | 109.41%-91.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $391 | $2,594-84.9% | $3,653-89.3% | $2,440-84.0% |
| Participant deferral / active EE | $2,780 | $3,128-11.2% | $4,236-34.4% | $3,607-22.9% |
| Admin fee / account holder | $4,320 | $4,251+1.6% | $5,794-25.4% | $5,124-15.7% |