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 | $61,180 | $76,367-19.9% | $93,606-34.6% | $72,985-16.2% |
| Participation rate | 79.6% | 71.7%+7.9pp | 75.8%+3.8pp | 69.5%+10.1pp |
| Annual return | 26.86% | 25.82%+1.0pp | 32.76%-5.9pp | 81.00%-54.1pp |
| Employer contribution / active EE | $366 | $2,275-83.9% | $2,718-86.6% | $2,440-85.0% |
| Participant deferral / active EE | $1,938 | $3,538-45.2% | $4,069-52.4% | $3,607-46.3% |
| Admin fee / account holder | $4,504 | $6,838-34.1% | $7,888-42.9% | $5,124-12.1% |