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 | $46,432 | $77,314-39.9% | $177,989-73.9% | $80,856-42.6% |
| Participation rate | 82.5% | 65.7%+16.8pp | 77.1%+5.4pp | 67.6%+14.9pp |
| Annual return | 12.08% | 18.09%-6.0pp | 294.48%-282.4pp | 35.59%-23.5pp |
| Employer contribution / active EE | $250 | $2,292-89.1% | $3,949-93.7% | $2,755-90.9% |
| Participant deferral / active EE | $3,744 | $4,411-15.1% | $6,276-40.3% | $4,296-12.8% |
| Admin fee / account holder | $6,246 | $7,191-13.1% | $10,363-39.7% | $6,918-9.7% |