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 | $99,638 | $153,772-35.2% | $133,980-25.6% | $273,961-63.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.08% | 36.51%-32.4pp | 29.30%-25.2pp | 41.45%-37.4pp |
| Employer contribution / active EE | $500 | $6,029-91.7% | $5,211-90.4% | $4,869-89.7% |
| Participant deferral / active EE | $7,766 | $6,958+11.6% | $6,282+23.6% | $5,287+46.9% |
| Admin fee / account holder | $542 | $11,765-95.4% | $9,324-94.2% | $10,132-94.6% |