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 | $41,034 | $181,894-77.4% | $156,549-73.8% | $273,961-85.0% |
| Participation rate | 93.3% | 88.4%+4.9pp | 84.0%+9.3pp | 83.0%+10.3pp |
| Annual return | 7.55% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $637 | $6,248-89.8% | $5,501-88.4% | $4,869-86.9% |
| Participant deferral / active EE | $3,182 | $5,550-42.7% | $4,871-34.7% | $5,287-39.8% |
| Admin fee / account holder | $17,715 | $15,559+13.9% | $13,027+36.0% | $10,132+74.8% |