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 | $59,967 | $181,894-67.0% | $156,549-61.7% | $273,961-78.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.08% | 30.74%-24.7pp | 32.23%-26.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,209 | $6,248-80.7% | $5,501-78.0% | $4,869-75.2% |
| Participant deferral / active EE | $3,981 | $5,550-28.3% | $4,871-18.3% | $5,287-24.7% |
| Admin fee / account holder | $84,395 | $15,559+442.4% | $13,027+547.8% | $10,132+733.0% |