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 | $66,940 | $95,803-30.1% | $113,168-40.8% | $84,808-21.1% |
| Participation rate | 98.3% | 72.9%+25.4pp | 76.6%+21.7pp | 68.3%+30.0pp |
| Annual return | 17.19% | 25.00%-7.8pp | 24.27%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $514 | $2,360-78.2% | $2,975-82.7% | $2,631-80.5% |
| Participant deferral / active EE | $5,023 | $4,242+18.4% | $5,107-1.6% | $4,212+19.3% |
| Admin fee / account holder | $9,580 | $8,989+6.6% | $12,068-20.6% | $7,344+30.4% |