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 | $44,977 | $153,772-70.8% | $133,980-66.4% | $273,961-83.6% |
| Participation rate | 72.2% | 88.4%-16.1pp | 87.1%-14.8pp | 83.0%-10.8pp |
| Annual return | 3.60% | 36.51%-32.9pp | 29.30%-25.7pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,020 | $6,029-83.1% | $5,211-80.4% | $4,869-79.1% |
| Participant deferral / active EE | $3,048 | $6,958-56.2% | $6,282-51.5% | $5,287-42.3% |
| Admin fee / account holder | $764 | $11,765-93.5% | $9,324-91.8% | $10,132-92.5% |