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 | $52,337 | $67,411-22.4% | $91,001-42.5% | $70,131-25.4% |
| Participation rate | 94.7% | 71.4%+23.3pp | 75.6%+19.1pp | 69.5%+25.1pp |
| Annual return | 16.37% | -40.16%+56.5pp | 4.60%+11.8pp | 73.14%-56.8pp |
| Employer contribution / active EE | $268 | $1,786-85.0% | $2,456-89.1% | $2,342-88.6% |
| Participant deferral / active EE | $1,279 | $2,823-54.7% | $3,547-63.9% | $3,332-61.6% |
| Admin fee / account holder | $1,422 | $4,236-66.4% | $5,417-73.7% | $4,645-69.4% |