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 | $48,382 | $112,881-57.1% | $90,951-46.8% | $158,922-69.6% |
| Participation rate | 82.6% | 74.7%+7.9pp | 69.0%+13.6pp | 82.0%+0.7pp |
| Annual return | 16.60% | 215.79%-199.2pp | 134.60%-118.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $284 | $2,893-90.2% | $2,122-86.6% | $4,761-94.0% |
| Participant deferral / active EE | $1,442 | $4,128-65.1% | $3,373-57.3% | $5,982-75.9% |
| Admin fee / account holder | $710 | $8,041-91.2% | $5,959-88.1% | $11,246-93.7% |