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 | $20,510 | $57,541-64.4% | $95,745-78.6% | $75,163-72.7% |
| Participation rate | 72.0% | 62.5%+9.5pp | 72.3%-0.3pp | 67.2%+4.8pp |
| Annual return | 33.79% | 34.93%-1.1pp | 28.35%+5.4pp | 160.62%-126.8pp |
| Employer contribution / active EE | $125 | $1,808-93.1% | $2,835-95.6% | $2,670-95.3% |
| Participant deferral / active EE | $1,560 | $3,074-49.2% | $4,245-63.2% | $4,125-62.2% |
| Admin fee / account holder | $1,426 | $4,099-65.2% | $5,678-74.9% | $5,651-74.8% |