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 | $71,755 | $80,968-11.4% | $96,544-25.7% | $75,163-4.5% |
| Participation rate | 88.6% | 71.8%+16.8pp | 76.0%+12.6pp | 67.2%+21.4pp |
| Annual return | 13.08% | 27.06%-14.0pp | 25.84%-12.8pp | 160.62%-147.5pp |
| Employer contribution / active EE | $440 | $2,282-80.7% | $2,965-85.2% | $2,670-83.5% |
| Participant deferral / active EE | $2,855 | $3,928-27.3% | $4,851-41.2% | $4,125-30.8% |
| Admin fee / account holder | $3,688 | $6,724-45.2% | $8,252-55.3% | $5,651-34.7% |