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 | $46,796 | $79,944-41.5% | $98,439-52.5% | $75,163-37.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 13.96% | 19.75%-5.8pp | 21.16%-7.2pp | 160.62%-146.7pp |
| Employer contribution / active EE | $235 | $2,264-89.6% | $3,048-92.3% | $2,670-91.2% |
| Participant deferral / active EE | $3,709 | $3,752-1.1% | $4,738-21.7% | $4,125-10.1% |
| Admin fee / account holder | $2,055 | $6,840-70.0% | $8,948-77.0% | $5,651-63.6% |