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 | $59,644 | $181,894-67.2% | $156,549-61.9% | $273,961-78.2% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 3.31% | 30.74%-27.4pp | 32.23%-28.9pp | 41.45%-38.1pp |
| Employer contribution / active EE | $657 | $6,248-89.5% | $5,501-88.1% | $4,869-86.5% |
| Participant deferral / active EE | $1,889 | $5,550-66.0% | $4,871-61.2% | $5,287-64.3% |
| Admin fee / account holder | $1,501 | $15,559-90.4% | $13,027-88.5% | $10,132-85.2% |