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 | $63,904 | $86,929-26.5% | $102,423-37.6% | $80,856-21.0% |
| Participation rate | 73.5% | 72.4%+1.2pp | 76.5%-3.0pp | 67.6%+5.9pp |
| Annual return | 16.19% | 18.88%-2.7pp | 29.32%-13.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $512 | $2,369-78.4% | $3,023-83.1% | $2,755-81.4% |
| Participant deferral / active EE | $3,275 | $4,118-20.5% | $5,053-35.2% | $4,296-23.8% |
| Admin fee / account holder | $2,227 | $8,049-72.3% | $9,451-76.4% | $6,918-67.8% |