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 | $53,675 | $201,272-73.3% | $184,203-70.9% | $145,922-63.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.94% | 29.00%-15.1pp | 28.81%-14.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $910 | $7,022-87.0% | $6,427-85.8% | $4,660-80.5% |
| Participant deferral / active EE | $4,842 | $9,806-50.6% | $9,131-47.0% | $6,688-27.6% |
| Admin fee / account holder | $8,110 | $16,364-50.4% | $13,901-41.7% | $13,397-39.5% |