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 | $31,091 | $96,484-67.8% | $75,886-59.0% | $152,861-79.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.3%+14.1pp | 82.4%+0.9pp |
| Annual return | 16.35% | 33.98%-17.6pp | 30.76%-14.4pp | 345.32%-329.0pp |
| Employer contribution / active EE | $246 | $3,309-92.6% | $2,500-90.2% | $4,762-94.8% |
| Participant deferral / active EE | $2,917 | $4,553-35.9% | $3,603-19.0% | $5,850-50.1% |
| Admin fee / account holder | $11,837 | $8,078+46.5% | $5,418+118.5% | $11,596+2.1% |