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 | $38,057 | $110,261-65.5% | $95,745-60.3% | $139,434-72.7% |
| Participation rate | 70.6% | 75.8%-5.2pp | 72.3%-1.7pp | 80.3%-9.7pp |
| Annual return | 18.58% | 27.11%-8.5pp | 28.35%-9.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $104 | $3,257-96.8% | $2,835-96.3% | $4,751-97.8% |
| Participant deferral / active EE | $1,113 | $4,676-76.2% | $4,245-73.8% | $6,710-83.4% |
| Admin fee / account holder | $3,886 | $6,613-41.2% | $5,678-31.6% | $11,403-65.9% |