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 | $56,624 | $78,672-28.0% | $109,143-48.1% | $85,850-34.0% |
| Participation rate | 75.8% | 68.3%+7.5pp | 75.9%-0.1pp | 69.3%+6.5pp |
| Annual return | 12.00% | 25.09%-13.1pp | 25.75%-13.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $271 | $2,735-90.1% | $3,722-92.7% | $2,565-89.4% |
| Participant deferral / active EE | $2,355 | $3,467-32.1% | $4,653-49.4% | $3,952-40.4% |
| Admin fee / account holder | $10,759 | $5,469+96.7% | $6,752+59.3% | $6,260+71.9% |