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 | $32,714 | $72,492-54.9% | $87,100-62.4% | $72,985-55.2% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 18.78% | 24.46%-5.7pp | 28.19%-9.4pp | 81.00%-62.2pp |
| Employer contribution / active EE | $205 | $1,894-89.2% | $2,521-91.9% | $2,440-91.6% |
| Participant deferral / active EE | $3,198 | $3,270-2.2% | $4,049-21.0% | $3,607-11.4% |
| Admin fee / account holder | $377 | $5,055-92.5% | $7,497-95.0% | $5,124-92.6% |