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 | $77,010 | $94,625-18.6% | $116,228-33.7% | $84,808-9.2% |
| Participation rate | 75.0% | 70.4%+4.6pp | 74.6%+0.4pp | 68.3%+6.7pp |
| Annual return | 15.50% | 20.40%-4.9pp | 90.06%-74.6pp | 40.90%-25.4pp |
| Employer contribution / active EE | $599 | $2,347-74.5% | $2,994-80.0% | $2,631-77.2% |
| Participant deferral / active EE | $5,629 | $3,972+41.7% | $4,953+13.6% | $4,212+33.7% |
| Admin fee / account holder | $3,346 | $10,091-66.8% | $11,989-72.1% | $7,344-54.4% |