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 | $71,686 | $65,041+10.2% | $90,951-21.2% | $79,858-10.2% |
| Participation rate | 76.7% | 61.6%+15.1pp | 69.0%+7.7pp | 69.6%+7.0pp |
| Annual return | 17.66% | 30.45%-12.8pp | 134.60%-116.9pp | 31.71%-14.1pp |
| Employer contribution / active EE | $153 | $1,247-87.7% | $2,122-92.8% | $2,471-93.8% |
| Participant deferral / active EE | $1,171 | $2,512-53.4% | $3,373-65.3% | $3,740-68.7% |
| Admin fee / account holder | $5,323 | $4,536+17.4% | $5,959-10.7% | $5,306+0.3% |