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 | $33,851 | $88,707-61.8% | $74,183-54.4% | $273,961-87.6% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 8.69% | 11.94%-3.3pp | 17.74%-9.0pp | 41.45%-32.8pp |
| Employer contribution / active EE | $27 | $3,159-99.1% | $2,370-98.9% | $4,869-99.4% |
| Participant deferral / active EE | $1,462 | $4,212-65.3% | $3,550-58.8% | $5,287-72.3% |
| Admin fee / account holder | $3,647 | $8,717-58.2% | $5,586-34.7% | $10,132-64.0% |