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 | $39,860 | $109,413-63.6% | $156,263-74.5% | $84,808-53.0% |
| Participation rate | 78.9% | 72.7%+6.3pp | 78.9%0pp | 68.3%+10.6pp |
| Annual return | 14.25% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $250 | $2,907-91.4% | $4,333-94.2% | $2,631-90.5% |
| Participant deferral / active EE | $2,498 | $4,590-45.6% | $6,158-59.4% | $4,212-40.7% |
| Admin fee / account holder | $955 | $9,357-89.8% | $14,255-93.3% | $7,344-87.0% |