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 | $77,592 | $86,929-10.7% | $102,423-24.2% | $80,856-4.0% |
| Participation rate | 78.1% | 72.4%+5.7pp | 76.5%+1.6pp | 67.6%+10.5pp |
| Annual return | 14.99% | 18.88%-3.9pp | 29.32%-14.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $591 | $2,369-75.1% | $3,023-80.5% | $2,755-78.6% |
| Participant deferral / active EE | $5,345 | $4,118+29.8% | $5,053+5.8% | $4,296+24.4% |
| Admin fee / account holder | $7,867 | $8,049-2.3% | $9,451-16.8% | $6,918+13.7% |