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 6-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 | $72,660 | $95,803-24.2% | $113,168-35.8% | $84,808-14.3% |
| Participation rate | 74.7% | 72.9%+1.8pp | 76.6%-1.9pp | 68.3%+6.4pp |
| Annual return | 15.21% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $558 | $2,360-76.3% | $2,975-81.2% | $2,631-78.8% |
| Participant deferral / active EE | $4,588 | $4,242+8.1% | $5,107-10.2% | $4,212+8.9% |
| Admin fee / account holder | $12,292 | $8,989+36.8% | $12,068+1.9% | $7,344+67.4% |