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 | $48,652 | $109,413-55.5% | $156,263-68.9% | $84,808-42.6% |
| Participation rate | 96.9% | 72.7%+24.2pp | 78.9%+18.0pp | 68.3%+28.6pp |
| Annual return | 13.65% | 20.18%-6.5pp | 59.47%-45.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $639 | $2,907-78.0% | $4,333-85.2% | $2,631-75.7% |
| Participant deferral / active EE | $4,262 | $4,590-7.1% | $6,158-30.8% | $4,212+1.2% |
| Admin fee / account holder | $1,789 | $9,357-80.9% | $14,255-87.5% | $7,344-75.6% |