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 | $64,056 | $67,606-5.3% | $82,313-22.2% | $70,131-8.7% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 12.66% | 21.57%-8.9pp | 25.88%-13.2pp | 73.14%-60.5pp |
| Employer contribution / active EE | $284 | $1,755-83.8% | $2,428-88.3% | $2,342-87.9% |
| Participant deferral / active EE | $1,635 | $2,987-45.3% | $3,706-55.9% | $3,332-50.9% |
| Admin fee / account holder | $373 | $4,512-91.7% | $5,608-93.4% | $4,645-92.0% |