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 | $56,417 | $95,803-41.1% | $113,168-50.1% | $84,808-33.5% |
| Participation rate | 97.7% | 72.9%+24.9pp | 76.6%+21.2pp | 68.3%+29.4pp |
| Annual return | 12.68% | 25.00%-12.3pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $658 | $2,360-72.1% | $2,975-77.9% | $2,631-75.0% |
| Participant deferral / active EE | $3,437 | $4,242-19.0% | $5,107-32.7% | $4,212-18.4% |
| Admin fee / account holder | $751 | $8,989-91.6% | $12,068-93.8% | $7,344-89.8% |