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 | $51,245 | $98,240-47.8% | $82,313-37.7% | $147,584-65.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.26% | 30.85%-15.6pp | 25.88%-10.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $248 | $3,192-92.2% | $2,428-89.8% | $4,876-94.9% |
| Participant deferral / active EE | $1,960 | $4,383-55.3% | $3,706-47.1% | $5,439-64.0% |
| Admin fee / account holder | $8,479 | $8,563-1.0% | $5,608+51.2% | $10,885-22.1% |