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 | $54,141 | $72,277-25.1% | $101,248-46.5% | $79,858-32.2% |
| Participation rate | 73.2% | 68.5%+4.8pp | 75.8%-2.6pp | 69.6%+3.6pp |
| Annual return | 16.18% | 22.30%-6.1pp | 46.47%-30.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $536 | $2,692-80.1% | $3,660-85.3% | $2,471-78.3% |
| Participant deferral / active EE | $2,188 | $3,282-33.3% | $4,370-49.9% | $3,740-41.5% |
| Admin fee / account holder | $629 | $4,400-85.7% | $5,945-89.4% | $5,306-88.2% |