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 | $75,743 | $116,175-34.8% | $93,606-19.1% | $152,861-50.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 13.00% | 35.96%-23.0pp | 32.76%-19.8pp | 345.32%-332.3pp |
| Employer contribution / active EE | $326 | $3,218-89.9% | $2,718-88.0% | $4,762-93.1% |
| Participant deferral / active EE | $3,115 | $4,603-32.3% | $4,069-23.4% | $5,850-46.7% |
| Admin fee / account holder | $3,026 | $10,748-71.8% | $7,888-61.6% | $11,596-73.9% |