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 | $62,572 | $162,781-61.6% | $133,956-53.3% | $158,922-60.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.96% | 41.94%-29.0pp | 45.09%-32.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $92 | $4,975-98.2% | $3,919-97.7% | $4,761-98.1% |
| Participant deferral / active EE | $6,435 | $5,911+8.9% | $5,048+27.5% | $5,982+7.6% |
| Admin fee / account holder | $1,073 | $11,736-90.9% | $8,927-88.0% | $11,246-90.5% |