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 | $59,582 | $148,978-60.0% | $200,582-70.3% | $84,808-29.7% |
| Participation rate | 76.2% | 84.2%-8.0pp | 86.9%-10.7pp | 68.3%+7.9pp |
| Annual return | 15.94% | 28.16%-12.2pp | 42.33%-26.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,078 | $4,815-77.6% | $6,419-83.2% | $2,631-59.0% |
| Participant deferral / active EE | $3,701 | $7,142-48.2% | $9,331-60.3% | $4,212-12.1% |
| Admin fee / account holder | $2,248 | $13,977-83.9% | $16,305-86.2% | $7,344-69.4% |