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 | $18,831 | $75,935-75.2% | $60,547-68.9% | $125,391-85.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 6.59% | -5.38%+12.0pp | 335.64%-329.1pp | 282.22%-275.6pp |
| Employer contribution / active EE | $126 | $3,438-96.3% | $2,419-94.8% | $4,866-97.4% |
| Participant deferral / active EE | $3,351 | $4,506-25.6% | $3,328+0.7% | $5,352-37.4% |
| Admin fee / account holder | $509 | $6,768-92.5% | $4,536-88.8% | $9,540-94.7% |