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 | $55,603 | $67,606-17.8% | $82,313-32.4% | $70,131-20.7% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 12.78% | 21.57%-8.8pp | 25.88%-13.1pp | 73.14%-60.4pp |
| Employer contribution / active EE | $207 | $1,755-88.2% | $2,428-91.5% | $2,342-91.2% |
| Participant deferral / active EE | $2,070 | $2,987-30.7% | $3,706-44.1% | $3,332-37.9% |
| Admin fee / account holder | $697 | $4,512-84.5% | $5,608-87.6% | $4,645-85.0% |