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 | $46,099 | $87,013-47.0% | $106,213-56.6% | $80,856-43.0% |
| Participation rate | 88.9% | 70.4%+18.5pp | 75.3%+13.6pp | 67.6%+21.3pp |
| Annual return | 11.60% | 17.05%-5.5pp | 116.14%-104.5pp | 35.59%-24.0pp |
| Employer contribution / active EE | $342 | $2,395-85.7% | $3,171-89.2% | $2,755-87.6% |
| Participant deferral / active EE | $4,819 | $3,986+20.9% | $5,016-3.9% | $4,296+12.2% |
| Admin fee / account holder | $830 | $8,431-90.2% | $11,033-92.5% | $6,918-88.0% |