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 | $71,358 | $110,257-35.3% | $96,544-26.1% | $139,434-48.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.90% | 26.32%-8.4pp | 25.84%-7.9pp | 372.94%-355.0pp |
| Employer contribution / active EE | $616 | $3,620-83.0% | $2,965-79.2% | $4,751-87.0% |
| Participant deferral / active EE | $2,768 | $5,548-50.1% | $4,851-42.9% | $6,710-58.8% |
| Admin fee / account holder | $1,782 | $11,591-84.6% | $8,252-78.4% | $11,403-84.4% |