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 | $82,498 | $95,803-13.9% | $113,168-27.1% | $84,808-2.7% |
| Participation rate | 75.9% | 72.9%+3.0pp | 76.6%-0.7pp | 68.3%+7.6pp |
| Annual return | 13.31% | 25.00%-11.7pp | 24.27%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $358 | $2,360-84.8% | $2,975-88.0% | $2,631-86.4% |
| Participant deferral / active EE | $2,404 | $4,242-43.3% | $5,107-52.9% | $4,212-42.9% |
| Admin fee / account holder | $517 | $8,989-94.2% | $12,068-95.7% | $7,344-93.0% |