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 | $63,294 | $78,422-19.3% | $95,952-34.0% | $79,858-20.7% |
| Participation rate | 89.6% | 73.5%+16.1pp | 77.1%+12.5pp | 69.6%+20.0pp |
| Annual return | 11.85% | 19.37%-7.5pp | 91.61%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $285 | $1,945-85.3% | $2,541-88.8% | $2,471-88.5% |
| Participant deferral / active EE | $2,029 | $3,440-41.0% | $4,167-51.3% | $3,740-45.7% |
| Admin fee / account holder | $715 | $5,622-87.3% | $6,795-89.5% | $5,306-86.5% |