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 | $25,769 | $69,207-62.8% | $64,056-59.8% | $139,434-81.5% |
| Participation rate | 90.9% | 75.6%+15.3pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 12.03% | 45.88%-33.9pp | 33.69%-21.7pp | 372.94%-360.9pp |
| Employer contribution / active EE | $187 | $3,182-94.1% | $2,747-93.2% | $4,751-96.1% |
| Participant deferral / active EE | $2,375 | $4,682-49.3% | $3,880-38.8% | $6,710-64.6% |
| Admin fee / account holder | $356 | $4,244-91.6% | $3,068-88.4% | $11,403-96.9% |