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 | $15,917 | $106,515-85.1% | $96,683-83.5% | $139,434-88.6% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 23.47% | 38.43%-15.0pp | 35.69%-12.2pp | 372.94%-349.5pp |
| Employer contribution / active EE | $289 | $4,103-93.0% | $3,737-92.3% | $4,751-93.9% |
| Participant deferral / active EE | $2,889 | $5,454-47.0% | $4,878-40.8% | $6,710-56.9% |
| Admin fee / account holder | $375 | $7,877-95.2% | $6,730-94.4% | $11,403-96.7% |