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 9-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 | $43,655 | $56,897-23.3% | $84,750-48.5% | $62,891-30.6% |
| Participation rate | 86.3% | 68.5%+17.7pp | 76.6%+9.7pp | 69.3%+16.9pp |
| Annual return | 5.09% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $250 | $2,400-89.6% | $3,574-93.0% | $2,281-89.0% |
| Participant deferral / active EE | $1,160 | $2,709-57.2% | $3,712-68.8% | $3,203-63.8% |
| Admin fee / account holder | $4,469 | $3,581+24.8% | $5,332-16.2% | $4,296+4.0% |