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 | $9,650 | $54,705-82.4% | $71,209-86.4% | $84,808-88.6% |
| Participation rate | 89.5% | 64.1%+25.4pp | 73.8%+15.7pp | 68.3%+21.2pp |
| Annual return | 13.79% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $144 | $2,158-93.3% | $2,721-94.7% | $2,631-94.5% |
| Participant deferral / active EE | $913 | $3,030-69.9% | $4,175-78.1% | $4,212-78.3% |
| Admin fee / account holder | $2,964 | $4,863-39.0% | $5,349-44.6% | $7,344-59.6% |