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 | $45,409 | $95,803-52.6% | $113,168-59.9% | $84,808-46.5% |
| Participation rate | 90.3% | 72.9%+17.5pp | 76.6%+13.8pp | 68.3%+22.0pp |
| Annual return | 15.83% | 25.00%-9.2pp | 24.27%-8.4pp | 40.90%-25.1pp |
| Employer contribution / active EE | $351 | $2,360-85.1% | $2,975-88.2% | $2,631-86.6% |
| Participant deferral / active EE | $3,535 | $4,242-16.7% | $5,107-30.8% | $4,212-16.1% |
| Admin fee / account holder | $11,168 | $8,989+24.2% | $12,068-7.5% | $7,344+52.1% |