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 | $72,858 | $79,944-8.9% | $98,439-26.0% | $75,163-3.1% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.2%+4.8pp | 67.2%+12.8pp |
| Annual return | 19.31% | 19.75%-0.4pp | 21.16%-1.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $454 | $2,264-79.9% | $3,048-85.1% | $2,670-83.0% |
| Participant deferral / active EE | $2,103 | $3,752-44.0% | $4,738-55.6% | $4,125-49.0% |
| Admin fee / account holder | $2,523 | $6,840-63.1% | $8,948-71.8% | $5,651-55.3% |