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 | $52,273 | $72,012-27.4% | $185,823-71.9% | $79,858-34.5% |
| Participation rate | 84.6% | 65.8%+18.9pp | 78.0%+6.6pp | 69.6%+15.0pp |
| Annual return | 12.55% | 23.12%-10.6pp | 35.95%-23.4pp | 31.71%-19.2pp |
| Employer contribution / active EE | $192 | $1,965-90.2% | $4,087-95.3% | $2,471-92.2% |
| Participant deferral / active EE | $2,507 | $3,779-33.7% | $5,632-55.5% | $3,740-33.0% |
| Admin fee / account holder | $1,722 | $4,513-61.8% | $9,500-81.9% | $5,306-67.5% |