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 | $32,365 | $63,346-48.9% | $92,233-64.9% | $70,131-53.9% |
| Participation rate | 82.6% | 68.7%+13.9pp | 76.5%+6.1pp | 69.5%+13.1pp |
| Annual return | 16.85% | 530.12%-513.3pp | 176.28%-159.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $349 | $2,471-85.9% | $3,679-90.5% | $2,342-85.1% |
| Participant deferral / active EE | $2,228 | $2,854-21.9% | $3,897-42.8% | $3,332-33.1% |
| Admin fee / account holder | $971 | $3,840-74.7% | $5,194-81.3% | $4,645-79.1% |