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 | $88,652 | $39,122+126.6% | $57,179+55.0% | $62,891+41.0% |
| Participation rate | 80.0% | 70.5%+9.5pp | 75.3%+4.7pp | 69.3%+10.7pp |
| Annual return | 4.15% | 9.23%-5.1pp | 14.59%-10.4pp | 20.14%-16.0pp |
| Employer contribution / active EE | $137 | $1,874-92.7% | $2,682-94.9% | $2,281-94.0% |
| Participant deferral / active EE | $3,923 | $2,374+65.2% | $3,096+26.7% | $3,203+22.5% |
| Admin fee / account holder | $12,161 | $2,592+369.2% | $3,139+287.4% | $4,296+183.1% |