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 | $38,355 | $110,257-65.2% | $96,544-60.3% | $139,434-72.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 14.46% | 26.32%-11.9pp | 25.84%-11.4pp | 372.94%-358.5pp |
| Employer contribution / active EE | $560 | $3,620-84.5% | $2,965-81.1% | $4,751-88.2% |
| Participant deferral / active EE | $3,374 | $5,548-39.2% | $4,851-30.4% | $6,710-49.7% |
| Admin fee / account holder | $472 | $11,591-95.9% | $8,252-94.3% | $11,403-95.9% |