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 | $37,978 | $58,828-35.4% | $77,999-51.3% | $62,891-39.6% |
| Participation rate | 74.1% | 71.1%+3.0pp | 75.5%-1.4pp | 69.3%+4.8pp |
| Annual return | 6.04% | 17.16%-11.1pp | 425.96%-419.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $56 | $1,672-96.7% | $2,470-97.7% | $2,281-97.5% |
| Participant deferral / active EE | $1,223 | $2,686-54.5% | $3,497-65.0% | $3,203-61.8% |
| Admin fee / account holder | $369 | $4,393-91.6% | $5,480-93.3% | $4,296-91.4% |