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 | $67,889 | $153,772-55.9% | $133,980-49.3% | $273,961-75.2% |
| Participation rate | 90.5% | 88.4%+2.1pp | 87.1%+3.4pp | 83.0%+7.5pp |
| Annual return | 5.91% | 36.51%-30.6pp | 29.30%-23.4pp | 41.45%-35.5pp |
| Employer contribution / active EE | $279 | $6,029-95.4% | $5,211-94.7% | $4,869-94.3% |
| Participant deferral / active EE | $6,138 | $6,958-11.8% | $6,282-2.3% | $5,287+16.1% |
| Admin fee / account holder | $892 | $11,765-92.4% | $9,324-90.4% | $10,132-91.2% |