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 | $37,120 | $94,625-60.8% | $116,228-68.1% | $84,808-56.2% |
| Participation rate | 78.8% | 70.4%+8.4pp | 74.6%+4.3pp | 68.3%+10.5pp |
| Annual return | 13.16% | 20.40%-7.2pp | 90.06%-76.9pp | 40.90%-27.7pp |
| Employer contribution / active EE | $529 | $2,347-77.5% | $2,994-82.3% | $2,631-79.9% |
| Participant deferral / active EE | $2,397 | $3,972-39.6% | $4,953-51.6% | $4,212-43.1% |
| Admin fee / account holder | $1,039 | $10,091-89.7% | $11,989-91.3% | $7,344-85.8% |