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 | $86,369 | $127,777-32.4% | $106,548-18.9% | $167,490-48.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.70% | 33.87%-18.2pp | 26.80%-11.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $165 | $3,427-95.2% | $2,819-94.2% | $4,837-96.6% |
| Participant deferral / active EE | $3,292 | $5,087-35.3% | $4,398-25.1% | $6,341-48.1% |
| Admin fee / account holder | $723 | $11,228-93.6% | $7,407-90.2% | $12,309-94.1% |