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 | $60,716 | $89,753-32.4% | $107,525-43.5% | $84,808-28.4% |
| Participation rate | 74.7% | 68.1%+6.6pp | 75.1%-0.4pp | 68.3%+6.4pp |
| Annual return | 13.71% | 29.48%-15.8pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $544 | $3,113-82.5% | $3,754-85.5% | $2,631-79.3% |
| Participant deferral / active EE | $3,278 | $4,056-19.2% | $5,116-35.9% | $4,212-22.2% |
| Admin fee / account holder | $2,673 | $7,222-63.0% | $8,919-70.0% | $7,344-63.6% |