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 | $23,822 | $106,515-77.6% | $96,683-75.4% | $139,434-82.9% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 12.73% | 38.43%-25.7pp | 35.69%-23.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $358 | $4,103-91.3% | $3,737-90.4% | $4,751-92.5% |
| Participant deferral / active EE | $2,976 | $5,454-45.4% | $4,878-39.0% | $6,710-55.6% |
| Admin fee / account holder | $1,042 | $7,877-86.8% | $6,730-84.5% | $11,403-90.9% |