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 | $103,128 | $94,625+9.0% | $116,228-11.3% | $84,808+21.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 13.37% | 20.40%-7.0pp | 90.06%-76.7pp | 40.90%-27.5pp |
| Employer contribution / active EE | $384 | $2,347-83.6% | $2,994-87.2% | $2,631-85.4% |
| Participant deferral / active EE | $3,423 | $3,972-13.8% | $4,953-30.9% | $4,212-18.7% |
| Admin fee / account holder | $5,370 | $10,091-46.8% | $11,989-55.2% | $7,344-26.9% |