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 | $77,827 | $84,556-8.0% | $116,228-33.0% | $74,304+4.7% |
| Participation rate | 70.5% | 66.0%+4.4pp | 74.6%-4.1pp | 60.3%+10.1pp |
| Annual return | 13.67% | 18.35%-4.7pp | 90.06%-76.4pp | 29.43%-15.8pp |
| Employer contribution / active EE | $315 | $2,168-85.5% | $2,994-89.5% | $2,241-85.9% |
| Participant deferral / active EE | $2,006 | $3,814-47.4% | $4,953-59.5% | $3,767-46.8% |
| Admin fee / account holder | $1,874 | $3,792-50.6% | $11,989-84.4% | $2,969-36.9% |