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 | $65,430 | $109,413-40.2% | $156,263-58.1% | $84,808-22.8% |
| Participation rate | 78.4% | 72.7%+5.7pp | 78.9%-0.6pp | 68.3%+10.0pp |
| Annual return | 14.73% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $599 | $2,907-79.4% | $4,333-86.2% | $2,631-77.2% |
| Participant deferral / active EE | $4,065 | $4,590-11.4% | $6,158-34.0% | $4,212-3.5% |
| Admin fee / account holder | $8,068 | $9,357-13.8% | $14,255-43.4% | $7,344+9.9% |