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 | $26,185 | $112,096-76.6% | $95,952-72.7% | $158,922-83.5% |
| Participation rate | 89.5% | 79.0%+10.5pp | 77.1%+12.4pp | 82.0%+7.5pp |
| Annual return | 19.76% | 171.09%-151.3pp | 91.61%-71.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $429 | $3,198-86.6% | $2,541-83.1% | $4,761-91.0% |
| Participant deferral / active EE | $3,695 | $4,784-22.8% | $4,167-11.3% | $5,982-38.2% |
| Admin fee / account holder | $307 | $10,130-97.0% | $6,795-95.5% | $11,246-97.3% |