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 | $68,239 | $68,719-0.7% | $91,541-25.5% | $84,808-19.5% |
| Participation rate | 85.3% | 64.5%+20.8pp | 69.8%+15.5pp | 68.3%+17.0pp |
| Annual return | 251.20% | 19.12%+232.1pp | 20.50%+230.7pp | 40.90%+210.3pp |
| Employer contribution / active EE | $275 | $1,920-85.7% | $2,505-89.0% | $2,631-89.5% |
| Participant deferral / active EE | $3,067 | $3,136-2.2% | $4,008-23.5% | $4,212-27.2% |
| Admin fee / account holder | $11,300 | $5,786+95.3% | $6,956+62.4% | $7,344+53.9% |