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 | $37,830 | $185,822-79.6% | $169,993-77.7% | $139,434-72.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.50% | 60.50%-48.0pp | 53.37%-40.9pp | 372.94%-360.4pp |
| Employer contribution / active EE | $614 | $7,590-91.9% | $6,785-91.0% | $4,751-87.1% |
| Participant deferral / active EE | $7,185 | $11,622-38.2% | $10,408-31.0% | $6,710+7.1% |
| Admin fee / account holder | $1,275 | $15,381-91.7% | $12,815-90.0% | $11,403-88.8% |