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 | $30,919 | $43,327-28.6% | $59,878-48.4% | $64,186-51.8% |
| Participation rate | 96.3% | 69.2%+27.1pp | 74.7%+21.6pp | 69.6%+26.7pp |
| Annual return | 7.49% | -1.55%+9.0pp | 3.46%+4.0pp | 7.63%-0.1pp |
| Employer contribution / active EE | $351 | $2,028-82.7% | $2,722-87.1% | $2,381-85.2% |
| Participant deferral / active EE | $1,036 | $2,546-59.3% | $3,402-69.5% | $3,470-70.1% |
| Admin fee / account holder | $3,278 | $3,005+9.1% | $3,590-8.7% | $4,888-32.9% |