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 | $68,765 | $118,849-42.1% | $96,562-28.8% | $167,490-58.9% |
| Participation rate | 73.3% | 75.5%-2.1pp | 69.8%+3.5pp | 82.1%-8.8pp |
| Annual return | 10.94% | 50.49%-39.5pp | 37.78%-26.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $184 | $3,120-94.1% | $2,356-92.2% | $4,837-96.2% |
| Participant deferral / active EE | $1,919 | $4,616-58.4% | $3,849-50.1% | $6,341-69.7% |
| Admin fee / account holder | $653 | $8,065-91.9% | $6,181-89.4% | $12,309-94.7% |