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 | $30,154 | $65,561-54.0% | $86,188-65.0% | $75,163-59.9% |
| Participation rate | 72.7% | 60.5%+12.2pp | 69.0%+3.8pp | 67.2%+5.5pp |
| Annual return | 19.87% | 46.05%-26.2pp | 1168.45%-1148.6pp | 160.62%-140.7pp |
| Employer contribution / active EE | $109 | $1,553-93.0% | $2,380-95.4% | $2,670-95.9% |
| Participant deferral / active EE | $3,666 | $3,024+21.2% | $3,985-8.0% | $4,125-11.1% |
| Admin fee / account holder | $4,434 | $5,474-19.0% | $6,852-35.3% | $5,651-21.5% |