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 | $31,107 | $110,809-71.9% | $86,874-64.2% | $167,490-81.4% |
| Participation rate | 73.7% | 75.8%-2.1pp | 71.6%+2.0pp | 82.1%-8.4pp |
| Annual return | 15.49% | 116.98%-101.5pp | 63.52%-48.0pp | 478.56%-463.1pp |
| Employer contribution / active EE | $65 | $3,244-98.0% | $2,495-97.4% | $4,837-98.7% |
| Participant deferral / active EE | $1,294 | $4,546-71.5% | $3,699-65.0% | $6,341-79.6% |
| Admin fee / account holder | $1,092 | $8,415-87.0% | $5,828-81.3% | $12,309-91.1% |