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 | $28,949 | $56,053-48.4% | $75,972-61.9% | $80,856-64.2% |
| Participation rate | 70.0% | 62.0%+8.0pp | 69.1%+0.9pp | 67.6%+2.4pp |
| Annual return | 13.68% | 20.53%-6.9pp | 359.55%-345.9pp | 35.59%-21.9pp |
| Employer contribution / active EE | $69 | $1,874-96.3% | $2,685-97.4% | $2,755-97.5% |
| Participant deferral / active EE | $1,401 | $3,052-54.1% | $4,255-67.1% | $4,296-67.4% |
| Admin fee / account holder | $4,725 | $5,234-9.7% | $6,467-26.9% | $6,918-31.7% |