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 | $58,778 | $72,277-18.7% | $101,248-41.9% | $79,858-26.4% |
| Participation rate | 86.8% | 68.5%+18.3pp | 75.8%+11.0pp | 69.6%+17.1pp |
| Annual return | 10.71% | 22.30%-11.6pp | 46.47%-35.8pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,642 | $3,282+11.0% | $4,370-16.7% | $3,740-2.6% |
| Admin fee / account holder | $5,112 | $4,400+16.2% | $5,945-14.0% | $5,306-3.7% |