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 | $79,695 | $81,248-1.9% | $155,509-48.8% | $80,856-1.4% |
| Participation rate | 84.8% | 66.2%+18.6pp | 78.2%+6.7pp | 67.6%+17.2pp |
| Annual return | 11.58% | 33.31%-21.7pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $254 | $3,100-91.8% | $4,672-94.6% | $2,755-90.8% |
| Participant deferral / active EE | $7,397 | $3,452+114.3% | $5,626+31.5% | $4,296+72.2% |
| Admin fee / account holder | $1,169 | $7,997-85.4% | $15,912-92.7% | $6,918-83.1% |