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 | $51,708 | $65,365-20.9% | $92,893-44.3% | $72,985-29.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 26.90% | 42.10%-15.2pp | 109.41%-82.5pp | 81.00%-54.1pp |
| Employer contribution / active EE | $480 | $2,594-81.5% | $3,653-86.9% | $2,440-80.3% |
| Participant deferral / active EE | $2,398 | $3,128-23.3% | $4,236-43.4% | $3,607-33.5% |
| Admin fee / account holder | $2,272 | $4,251-46.6% | $5,794-60.8% | $5,124-55.7% |