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 | $36,000 | $95,803-62.4% | $113,168-68.2% | $84,808-57.6% |
| Participation rate | 91.4% | 72.9%+18.6pp | 76.6%+14.9pp | 68.3%+23.1pp |
| Annual return | 17.76% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $447 | $2,360-81.0% | $2,975-85.0% | $2,631-83.0% |
| Participant deferral / active EE | $3,444 | $4,242-18.8% | $5,107-32.6% | $4,212-18.2% |
| Admin fee / account holder | $19,598 | $8,989+118.0% | $12,068+62.4% | $7,344+166.9% |