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 | $34,184 | $86,286-60.4% | $111,297-69.3% | $85,850-60.2% |
| Participation rate | 95.7% | 73.3%+22.3pp | 77.3%+18.3pp | 69.3%+26.3pp |
| Annual return | 12.56% | 19.99%-7.4pp | 54.65%-42.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $207 | $2,043-89.9% | $2,731-92.4% | $2,565-91.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $781 | $8,188-90.5% | $7,964-90.2% | $6,260-87.5% |