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 | $70,185 | $109,413-35.9% | $156,263-55.1% | $84,808-17.2% |
| Participation rate | 91.5% | 72.7%+18.8pp | 78.9%+12.6pp | 68.3%+23.2pp |
| Annual return | 15.65% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $636 | $2,907-78.1% | $4,333-85.3% | $2,631-75.8% |
| Participant deferral / active EE | $3,677 | $4,590-19.9% | $6,158-40.3% | $4,212-12.7% |
| Admin fee / account holder | $8,453 | $9,357-9.7% | $14,255-40.7% | $7,344+15.1% |