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 | $69,842 | $110,257-36.7% | $96,544-27.7% | $139,434-49.9% |
| Participation rate | 73.7% | 78.1%-4.4pp | 76.0%-2.3pp | 80.3%-6.6pp |
| Annual return | 11.29% | 26.32%-15.0pp | 25.84%-14.6pp | 372.94%-361.7pp |
| Employer contribution / active EE | $490 | $3,620-86.5% | $2,965-83.5% | $4,751-89.7% |
| Participant deferral / active EE | $2,848 | $5,548-48.7% | $4,851-41.3% | $6,710-57.6% |
| Admin fee / account holder | $394 | $11,591-96.6% | $8,252-95.2% | $11,403-96.5% |