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 | $61,454 | $105,998-42.0% | $92,233-33.4% | $147,584-58.4% |
| Participation rate | 76.2% | 80.4%-4.2pp | 76.5%-0.3pp | 82.8%-6.6pp |
| Annual return | 12.66% | 50.05%-37.4pp | 176.28%-163.6pp | 578.55%-565.9pp |
| Employer contribution / active EE | $437 | $4,333-89.9% | $3,679-88.1% | $4,876-91.0% |
| Participant deferral / active EE | $3,213 | $4,478-28.2% | $3,897-17.5% | $5,439-40.9% |
| Admin fee / account holder | $13,025 | $6,332+105.7% | $5,194+150.8% | $10,885+19.7% |