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 | $35,311 | $56,897-37.9% | $84,750-58.3% | $62,891-43.9% |
| Participation rate | 78.3% | 68.5%+9.8pp | 76.6%+1.7pp | 69.3%+9.0pp |
| Annual return | 6.41% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.7pp |
| Employer contribution / active EE | $363 | $2,400-84.9% | $3,574-89.9% | $2,281-84.1% |
| Participant deferral / active EE | $2,417 | $2,709-10.8% | $3,712-34.9% | $3,203-24.5% |
| Admin fee / account holder | $2,603 | $3,581-27.3% | $5,332-51.2% | $4,296-39.4% |