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 | $28,367 | $81,248-65.1% | $155,509-81.8% | $80,856-64.9% |
| Participation rate | 81.4% | 66.2%+15.2pp | 78.2%+3.2pp | 67.6%+13.8pp |
| Annual return | 12.75% | 33.31%-20.6pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $329 | $3,100-89.4% | $4,672-93.0% | $2,755-88.0% |
| Participant deferral / active EE | $1,942 | $3,452-43.7% | $5,626-65.5% | $4,296-54.8% |
| Admin fee / account holder | $1,275 | $7,997-84.1% | $15,912-92.0% | $6,918-81.6% |