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 | $29,124 | $43,327-32.8% | $59,878-51.4% | $64,186-54.6% |
| Participation rate | 93.1% | 69.2%+23.9pp | 74.7%+18.4pp | 69.6%+23.5pp |
| Annual return | 7.65% | -1.55%+9.2pp | 3.46%+4.2pp | 7.63%0pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,262 | $2,546-11.1% | $3,402-33.5% | $3,470-34.8% |
| Admin fee / account holder | $751 | $3,005-75.0% | $3,590-79.1% | $4,888-84.6% |