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 | $119,102 | $89,753+32.7% | $107,525+10.8% | $84,808+40.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.42% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $109 | $3,113-96.5% | $3,754-97.1% | $2,631-95.9% |
| Participant deferral / active EE | $1,825 | $4,056-55.0% | $5,116-64.3% | $4,212-56.7% |
| Admin fee / account holder | $29,824 | $7,222+313.0% | $8,919+234.4% | $7,344+306.1% |