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 | $31,422 | $109,327-71.3% | $89,391-64.8% | $158,922-80.2% |
| Participation rate | 77.3% | 74.3%+3.0pp | 68.0%+9.3pp | 82.0%-4.7pp |
| Annual return | 14.98% | 345.68%-330.7pp | 245.62%-230.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $198 | $3,170-93.8% | $2,586-92.3% | $4,761-95.8% |
| Participant deferral / active EE | $1,804 | $4,598-60.8% | $3,890-53.6% | $5,982-69.8% |
| Admin fee / account holder | $8,561 | $6,153+39.1% | $4,881+75.4% | $11,246-23.9% |