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 | $41,933 | $89,753-53.3% | $107,525-61.0% | $84,808-50.6% |
| Participation rate | 79.5% | 68.1%+11.5pp | 75.1%+4.5pp | 68.3%+11.2pp |
| Annual return | 16.31% | 29.48%-13.2pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $522 | $3,113-83.2% | $3,754-86.1% | $2,631-80.1% |
| Participant deferral / active EE | $4,733 | $4,056+16.7% | $5,116-7.5% | $4,212+12.4% |
| Admin fee / account holder | $613 | $7,222-91.5% | $8,919-93.1% | $7,344-91.6% |