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 | $39,263 | $72,277-45.7% | $101,248-61.2% | $79,858-50.8% |
| Participation rate | 97.1% | 68.5%+28.6pp | 75.8%+21.3pp | 69.6%+27.4pp |
| Annual return | 12.01% | 22.30%-10.3pp | 46.47%-34.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $496 | $2,692-81.6% | $3,660-86.4% | $2,471-79.9% |
| Participant deferral / active EE | $3,662 | $3,282+11.6% | $4,370-16.2% | $3,740-2.1% |
| Admin fee / account holder | $5,190 | $4,400+17.9% | $5,945-12.7% | $5,306-2.2% |