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 | $114,800 | $181,894-36.9% | $156,549-26.7% | $273,961-58.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.98% | 30.74%-25.8pp | 32.23%-27.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $720 | $6,248-88.5% | $5,501-86.9% | $4,869-85.2% |
| Participant deferral / active EE | $3,000 | $5,550-45.9% | $4,871-38.4% | $5,287-43.3% |
| Admin fee / account holder | $936 | $15,559-94.0% | $13,027-92.8% | $10,132-90.8% |