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 | $41,970 | $124,281-66.2% | $109,143-61.5% | $167,490-74.9% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 18.58% | 26.04%-7.5pp | 25.75%-7.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $722 | $4,207-82.8% | $3,722-80.6% | $4,837-85.1% |
| Participant deferral / active EE | $2,234 | $5,255-57.5% | $4,653-52.0% | $6,341-64.8% |
| Admin fee / account holder | $518 | $7,970-93.5% | $6,752-92.3% | $12,309-95.8% |