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 | $23,943 | $98,240-75.6% | $82,313-70.9% | $147,584-83.8% |
| Participation rate | 95.7% | 79.7%+15.9pp | 76.9%+18.8pp | 82.8%+12.8pp |
| Annual return | 9.59% | 30.85%-21.3pp | 25.88%-16.3pp | 578.55%-569.0pp |
| Employer contribution / active EE | $124 | $3,192-96.1% | $2,428-94.9% | $4,876-97.4% |
| Participant deferral / active EE | $1,362 | $4,383-68.9% | $3,706-63.3% | $5,439-75.0% |
| Admin fee / account holder | $985 | $8,563-88.5% | $5,608-82.4% | $10,885-90.9% |