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 | $39,508 | $76,367-48.3% | $93,606-57.8% | $72,985-45.9% |
| Participation rate | 84.3% | 71.7%+12.5pp | 75.8%+8.5pp | 69.5%+14.8pp |
| Annual return | 21.37% | 25.82%-4.5pp | 32.76%-11.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $313 | $2,275-86.3% | $2,718-88.5% | $2,440-87.2% |
| Participant deferral / active EE | $2,114 | $3,538-40.3% | $4,069-48.1% | $3,607-41.4% |
| Admin fee / account holder | $466 | $6,838-93.2% | $7,888-94.1% | $5,124-90.9% |