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 9-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 | $44,175 | $86,929-49.2% | $102,423-56.9% | $80,856-45.4% |
| Participation rate | 76.3% | 72.4%+3.9pp | 76.5%-0.2pp | 67.6%+8.7pp |
| Annual return | 16.16% | 18.88%-2.7pp | 29.32%-13.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $584 | $2,369-75.4% | $3,023-80.7% | $2,755-78.8% |
| Participant deferral / active EE | $1,966 | $4,118-52.3% | $5,053-61.1% | $4,296-54.2% |
| Admin fee / account holder | $2,368 | $8,049-70.6% | $9,451-74.9% | $6,918-65.8% |