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 | $37,773 | $65,365-42.2% | $92,893-59.3% | $72,985-48.2% |
| Participation rate | 84.1% | 68.3%+15.7pp | 76.0%+8.1pp | 69.5%+14.6pp |
| Annual return | 35.12% | 42.10%-7.0pp | 109.41%-74.3pp | 81.00%-45.9pp |
| Employer contribution / active EE | $492 | $2,594-81.0% | $3,653-86.5% | $2,440-79.8% |
| Participant deferral / active EE | $2,312 | $3,128-26.1% | $4,236-45.4% | $3,607-35.9% |
| Admin fee / account holder | $579 | $4,251-86.4% | $5,794-90.0% | $5,124-88.7% |