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 | $77,319 | $86,929-11.1% | $102,423-24.5% | $80,856-4.4% |
| Participation rate | 93.0% | 72.4%+20.6pp | 76.5%+16.5pp | 67.6%+25.3pp |
| Annual return | 13.07% | 18.88%-5.8pp | 29.32%-16.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $439 | $2,369-81.5% | $3,023-85.5% | $2,755-84.1% |
| Participant deferral / active EE | $3,300 | $4,118-19.9% | $5,053-34.7% | $4,296-23.2% |
| Admin fee / account holder | $3,768 | $8,049-53.2% | $9,451-60.1% | $6,918-45.5% |