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 | $52,505 | $81,248-35.4% | $155,509-66.2% | $80,856-35.1% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.6%+17.0pp |
| Annual return | 15.33% | 33.31%-18.0pp | 64.67%-49.3pp | 35.59%-20.3pp |
| Employer contribution / active EE | $374 | $3,100-87.9% | $4,672-92.0% | $2,755-86.4% |
| Participant deferral / active EE | $1,438 | $3,452-58.3% | $5,626-74.4% | $4,296-66.5% |
| Admin fee / account holder | $3,898 | $7,997-51.3% | $15,912-75.5% | $6,918-43.7% |