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 | $73,289 | $80,968-9.5% | $96,544-24.1% | $75,163-2.5% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 14.80% | 27.06%-12.3pp | 25.84%-11.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $403 | $2,282-82.3% | $2,965-86.4% | $2,670-84.9% |
| Participant deferral / active EE | $1,815 | $3,928-53.8% | $4,851-62.6% | $4,125-56.0% |
| Admin fee / account holder | $13,870 | $6,724+106.3% | $8,252+68.1% | $5,651+145.4% |