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 5-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 | $29,184 | $118,450-75.4% | $98,439-70.4% | $139,434-79.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.64% | 18.94%-5.3pp | 21.16%-7.5pp | 372.94%-359.3pp |
| Employer contribution / active EE | $548 | $3,609-84.8% | $3,048-82.0% | $4,751-88.5% |
| Participant deferral / active EE | $4,206 | $5,392-22.0% | $4,738-11.2% | $6,710-37.3% |
| Admin fee / account holder | $6,840 | $14,026-51.2% | $8,948-23.5% | $11,403-40.0% |