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 | $23,646 | $43,723-45.9% | $121,196-80.5% | $64,186-63.2% |
| Participation rate | 92.6% | 58.3%+34.3pp | 71.7%+20.8pp | 69.6%+23.0pp |
| Annual return | 7.37% | 68.91%-61.5pp | 16.93%-9.6pp | 7.63%-0.3pp |
| Employer contribution / active EE | $217 | $1,296-83.3% | $4,022-94.6% | $2,381-90.9% |
| Participant deferral / active EE | $1,017 | $2,280-55.4% | $3,344-69.6% | $3,470-70.7% |
| Admin fee / account holder | $2,294 | $3,501-34.5% | $5,019-54.3% | $4,888-53.1% |