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 | $67,482 | $72,492-6.9% | $87,100-22.5% | $72,985-7.5% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 18.09% | 24.46%-6.4pp | 28.19%-10.1pp | 81.00%-62.9pp |
| Employer contribution / active EE | $411 | $1,894-78.3% | $2,521-83.7% | $2,440-83.2% |
| Participant deferral / active EE | $3,701 | $3,270+13.2% | $4,049-8.6% | $3,607+2.6% |
| Admin fee / account holder | $6,239 | $5,055+23.4% | $7,497-16.8% | $5,124+21.7% |