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 | $36,921 | $83,477-55.8% | $125,175-70.5% | $72,985-49.4% |
| Participation rate | 87.0% | 73.3%+13.6pp | 79.8%+7.2pp | 69.5%+17.5pp |
| Annual return | 42.07% | 25.78%+16.3pp | 43.79%-1.7pp | 81.00%-38.9pp |
| Employer contribution / active EE | $391 | $2,345-83.3% | $3,865-89.9% | $2,440-84.0% |
| Participant deferral / active EE | $4,055 | $3,585+13.1% | $4,937-17.9% | $3,607+12.4% |
| Admin fee / account holder | $4,758 | $5,517-13.8% | $9,702-51.0% | $5,124-7.1% |