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 | $36,870 | $135,952-72.9% | $123,892-70.2% | $273,961-86.5% |
| Participation rate | 76.9% | 84.1%-7.1pp | 81.4%-4.5pp | 83.0%-6.1pp |
| Annual return | 12.12% | 56.63%-44.5pp | 47.52%-35.4pp | 41.45%-29.3pp |
| Employer contribution / active EE | $593 | $5,170-88.5% | $4,617-87.1% | $4,869-87.8% |
| Participant deferral / active EE | $3,179 | $6,343-49.9% | $5,984-46.9% | $5,287-39.9% |
| Admin fee / account holder | $667 | $9,817-93.2% | $8,357-92.0% | $10,132-93.4% |