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 | $62,995 | $79,944-21.2% | $98,439-36.0% | $75,163-16.2% |
| Participation rate | 74.4% | 70.4%+4.0pp | 75.2%-0.8pp | 67.2%+7.2pp |
| Annual return | 18.74% | 19.75%-1.0pp | 21.16%-2.4pp | 160.62%-141.9pp |
| Employer contribution / active EE | $297 | $2,264-86.9% | $3,048-90.2% | $2,670-88.9% |
| Participant deferral / active EE | $1,922 | $3,752-48.8% | $4,738-59.4% | $4,125-53.4% |
| Admin fee / account holder | $4,333 | $6,840-36.7% | $8,948-51.6% | $5,651-23.3% |