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 | $54,789 | $116,175-52.8% | $93,606-41.5% | $152,861-64.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 16.95% | 35.96%-19.0pp | 32.76%-15.8pp | 345.32%-328.4pp |
| Employer contribution / active EE | $516 | $3,218-84.0% | $2,718-81.0% | $4,762-89.2% |
| Participant deferral / active EE | $2,802 | $4,603-39.1% | $4,069-31.1% | $5,850-52.1% |
| Admin fee / account holder | $7,583 | $10,748-29.4% | $7,888-3.9% | $11,596-34.6% |