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 | $38,810 | $124,281-68.8% | $109,143-64.4% | $167,490-76.8% |
| Participation rate | 73.7% | 79.4%-5.8pp | 75.9%-2.2pp | 82.1%-8.4pp |
| Annual return | 16.25% | 26.04%-9.8pp | 25.75%-9.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $427 | $4,207-89.9% | $3,722-88.5% | $4,837-91.2% |
| Participant deferral / active EE | $2,942 | $5,255-44.0% | $4,653-36.8% | $6,341-53.6% |
| Admin fee / account holder | $897 | $7,970-88.8% | $6,752-86.7% | $12,309-92.7% |