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 | $15,797 | $106,515-85.2% | $96,683-83.7% | $139,434-88.7% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 15.87% | 38.43%-22.6pp | 35.69%-19.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $461 | $4,103-88.8% | $3,737-87.7% | $4,751-90.3% |
| Participant deferral / active EE | $2,941 | $5,454-46.1% | $4,878-39.7% | $6,710-56.2% |
| Admin fee / account holder | $539 | $7,877-93.2% | $6,730-92.0% | $11,403-95.3% |