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 | $72,768 | $95,803-24.0% | $113,168-35.7% | $84,808-14.2% |
| Participation rate | 93.3% | 72.9%+20.5pp | 76.6%+16.8pp | 68.3%+25.0pp |
| Annual return | 15.46% | 25.00%-9.5pp | 24.27%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $127 | $2,360-94.6% | $2,975-95.7% | $2,631-95.2% |
| Participant deferral / active EE | $8,640 | $4,242+103.7% | $5,107+69.2% | $4,212+105.1% |
| Admin fee / account holder | $7,533 | $8,989-16.2% | $12,068-37.6% | $7,344+2.6% |