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 | $66,147 | $89,355-26.0% | $141,162-53.1% | $72,985-9.4% |
| Participation rate | 81.5% | 75.1%+6.4pp | 82.5%-0.9pp | 69.5%+12.1pp |
| Annual return | 23.88% | 111.85%-88.0pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $396 | $3,114-87.3% | $4,735-91.6% | $2,440-83.8% |
| Participant deferral / active EE | $3,558 | $5,418-34.3% | $6,709-47.0% | $3,607-1.4% |
| Admin fee / account holder | $16,728 | $5,958+180.8% | $10,261+63.0% | $5,124+226.4% |