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 | $71,862 | $72,277-0.6% | $101,248-29.0% | $79,858-10.0% |
| Participation rate | 71.1% | 68.5%+2.7pp | 75.8%-4.7pp | 69.6%+1.5pp |
| Annual return | 15.66% | 22.30%-6.6pp | 46.47%-30.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $495 | $2,692-81.6% | $3,660-86.5% | $2,471-80.0% |
| Participant deferral / active EE | $4,063 | $3,282+23.8% | $4,370-7.0% | $3,740+8.6% |
| Admin fee / account holder | $1,531 | $4,400-65.2% | $5,945-74.2% | $5,306-71.1% |