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 | $75,375 | $124,319-39.4% | $111,297-32.3% | $167,490-55.0% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 13.62% | 37.44%-23.8pp | 54.65%-41.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $261 | $3,435-92.4% | $2,731-90.4% | $4,837-94.6% |
| Participant deferral / active EE | $3,273 | $5,180-36.8% | $4,487-27.1% | $6,341-48.4% |
| Admin fee / account holder | $62,703 | $10,618+490.5% | $7,964+687.4% | $12,309+409.4% |