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 | $91,286 | $111,754-18.3% | $103,333-11.7% | $145,922-37.4% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 10.16% | 24.77%-14.6pp | 24.88%-14.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $25 | $4,212-99.4% | $3,868-99.4% | $4,660-99.5% |
| Participant deferral / active EE | $2,453 | $5,619-56.3% | $5,057-51.5% | $6,688-63.3% |
| Admin fee / account holder | $12,351 | $9,750+26.7% | $8,355+47.8% | $13,397-7.8% |