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 | $21,750 | $72,277-69.9% | $101,248-78.5% | $79,858-72.8% |
| Participation rate | 73.3% | 68.5%+4.9pp | 75.8%-2.5pp | 69.6%+3.7pp |
| Annual return | 15.31% | 22.30%-7.0pp | 46.47%-31.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $258 | $2,692-90.4% | $3,660-93.0% | $2,471-89.6% |
| Participant deferral / active EE | $1,422 | $3,282-56.7% | $4,370-67.5% | $3,740-62.0% |
| Admin fee / account holder | $931 | $4,400-78.8% | $5,945-84.3% | $5,306-82.5% |