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 | $33,294 | $85,766-61.2% | $136,294-75.6% | $70,131-52.5% |
| Participation rate | 96.7% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 18.46% | 31.45%-13.0pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $497 | $2,966-83.2% | $4,695-89.4% | $2,342-78.8% |
| Participant deferral / active EE | $4,046 | $5,051-19.9% | $6,247-35.2% | $3,332+21.4% |
| Admin fee / account holder | $678 | $5,420-87.5% | $9,243-92.7% | $4,645-85.4% |