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 | $68,855 | $153,772-55.2% | $133,980-48.6% | $273,961-74.9% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.1%+7.9pp | 83.0%+12.0pp |
| Annual return | 3.82% | 36.51%-32.7pp | 29.30%-25.5pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,148 | $6,029-81.0% | $5,211-78.0% | $4,869-76.4% |
| Participant deferral / active EE | $3,715 | $6,958-46.6% | $6,282-40.9% | $5,287-29.7% |
| Admin fee / account holder | $1,260 | $11,765-89.3% | $9,324-86.5% | $10,132-87.6% |