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 | $54,743 | $111,754-51.0% | $103,333-47.0% | $145,922-62.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.02% | 24.77%-8.7pp | 24.88%-8.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $292 | $4,212-93.1% | $3,868-92.5% | $4,660-93.7% |
| Participant deferral / active EE | $12,138 | $5,619+116.0% | $5,057+140.0% | $6,688+81.5% |
| Admin fee / account holder | $341 | $9,750-96.5% | $8,355-95.9% | $13,397-97.5% |