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 | $42,845 | $181,894-76.4% | $156,549-72.6% | $273,961-84.4% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 6.40% | 30.74%-24.3pp | 32.23%-25.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $832 | $6,248-86.7% | $5,501-84.9% | $4,869-82.9% |
| Participant deferral / active EE | $4,109 | $5,550-26.0% | $4,871-15.7% | $5,287-22.3% |
| Admin fee / account holder | $391 | $15,559-97.5% | $13,027-97.0% | $10,132-96.1% |