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 | $77,853 | $94,625-17.7% | $116,228-33.0% | $84,808-8.2% |
| Participation rate | 72.5% | 70.4%+2.1pp | 74.6%-2.1pp | 68.3%+4.2pp |
| Annual return | 13.06% | 20.40%-7.3pp | 90.06%-77.0pp | 40.90%-27.8pp |
| Employer contribution / active EE | $347 | $2,347-85.2% | $2,994-88.4% | $2,631-86.8% |
| Participant deferral / active EE | $2,199 | $3,972-44.6% | $4,953-55.6% | $4,212-47.8% |
| Admin fee / account holder | $7,250 | $10,091-28.2% | $11,989-39.5% | $7,344-1.3% |