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 | $36,183 | $95,803-62.2% | $113,168-68.0% | $84,808-57.3% |
| Participation rate | 81.5% | 72.9%+8.6pp | 76.6%+4.9pp | 68.3%+13.2pp |
| Annual return | 12.88% | 25.00%-12.1pp | 24.27%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $632 | $2,360-73.2% | $2,975-78.8% | $2,631-76.0% |
| Participant deferral / active EE | $2,091 | $4,242-50.7% | $5,107-59.0% | $4,212-50.3% |
| Admin fee / account holder | $11,235 | $8,989+25.0% | $12,068-6.9% | $7,344+53.0% |