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 | $78,565 | $95,803-18.0% | $113,168-30.6% | $84,808-7.4% |
| Participation rate | 70.3% | 72.9%-2.6pp | 76.6%-6.3pp | 68.3%+2.0pp |
| Annual return | 13.47% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $554 | $2,360-76.5% | $2,975-81.4% | $2,631-78.9% |
| Participant deferral / active EE | $2,475 | $4,242-41.7% | $5,107-51.5% | $4,212-41.2% |
| Admin fee / account holder | $15,640 | $8,989+74.0% | $12,068+29.6% | $7,344+113.0% |