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 | $52,457 | $72,277-27.4% | $101,248-48.2% | $79,858-34.3% |
| Participation rate | 83.3% | 68.5%+14.9pp | 75.8%+7.5pp | 69.6%+13.7pp |
| Annual return | 11.76% | 22.30%-10.5pp | 46.47%-34.7pp | 31.71%-20.0pp |
| Employer contribution / active EE | $512 | $2,692-81.0% | $3,660-86.0% | $2,471-79.3% |
| Participant deferral / active EE | $5,120 | $3,282+56.0% | $4,370+17.2% | $3,740+36.9% |
| Admin fee / account holder | $2,998 | $4,400-31.9% | $5,945-49.6% | $5,306-43.5% |