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 | $37,088 | $93,071-60.2% | $74,583-50.3% | $273,961-86.5% |
| Participation rate | 78.6% | 74.9%+3.6pp | 68.1%+10.5pp | 83.0%-4.4pp |
| Annual return | 4.41% | 26.18%-21.8pp | 20.47%-16.1pp | 41.45%-37.0pp |
| Employer contribution / active EE | $28 | $3,160-99.1% | $2,525-98.9% | $4,869-99.4% |
| Participant deferral / active EE | $1,160 | $4,160-72.1% | $3,458-66.5% | $5,287-78.1% |
| Admin fee / account holder | $15,656 | $5,272+196.9% | $4,138+278.4% | $10,132+54.5% |