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 | $53,199 | $81,460-34.7% | $103,333-48.5% | $80,856-34.2% |
| Participation rate | 87.7% | 66.8%+20.8pp | 74.5%+13.1pp | 67.6%+20.0pp |
| Annual return | 12.56% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $674 | $3,105-78.3% | $3,868-82.6% | $2,755-75.5% |
| Participant deferral / active EE | $3,622 | $3,869-6.4% | $5,057-28.4% | $4,296-15.7% |
| Admin fee / account holder | $780 | $6,566-88.1% | $8,355-90.7% | $6,918-88.7% |