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 | $65,598 | $103,376-36.5% | $87,100-24.7% | $152,861-57.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.35% | 28.10%-10.8pp | 28.19%-10.8pp | 345.32%-328.0pp |
| Employer contribution / active EE | $345 | $3,220-89.3% | $2,521-86.3% | $4,762-92.8% |
| Participant deferral / active EE | $1,523 | $4,778-68.1% | $4,049-62.4% | $5,850-74.0% |
| Admin fee / account holder | $7,838 | $12,205-35.8% | $7,497+4.6% | $11,596-32.4% |