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 | $53,177 | $148,978-64.3% | $200,582-73.5% | $84,808-37.3% |
| Participation rate | 92.3% | 84.2%+8.1pp | 86.9%+5.4pp | 68.3%+24.0pp |
| Annual return | 14.18% | 28.16%-14.0pp | 42.33%-28.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $646 | $4,815-86.6% | $6,419-89.9% | $2,631-75.5% |
| Participant deferral / active EE | $3,831 | $7,142-46.4% | $9,331-58.9% | $4,212-9.0% |
| Admin fee / account holder | $29,666 | $13,977+112.2% | $16,305+82.0% | $7,344+304.0% |