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 | $60,915 | $95,803-36.4% | $113,168-46.2% | $84,808-28.2% |
| Participation rate | 87.1% | 72.9%+14.2pp | 76.6%+10.5pp | 68.3%+18.8pp |
| Annual return | 16.94% | 25.00%-8.1pp | 24.27%-7.3pp | 40.90%-24.0pp |
| Employer contribution / active EE | $588 | $2,360-75.1% | $2,975-80.2% | $2,631-77.7% |
| Participant deferral / active EE | $6,667 | $4,242+57.2% | $5,107+30.6% | $4,212+58.3% |
| Admin fee / account holder | $10,786 | $8,989+20.0% | $12,068-10.6% | $7,344+46.9% |