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 | $39,237 | $95,803-59.0% | $113,168-65.3% | $84,808-53.7% |
| Participation rate | 70.6% | 72.9%-2.3pp | 76.6%-6.0pp | 68.3%+2.3pp |
| Annual return | 16.18% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $254 | $2,360-89.2% | $2,975-91.5% | $2,631-90.3% |
| Participant deferral / active EE | $4,474 | $4,242+5.5% | $5,107-12.4% | $4,212+6.2% |
| Admin fee / account holder | $959 | $8,989-89.3% | $12,068-92.0% | $7,344-86.9% |