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 | $42,154 | $105,998-60.2% | $92,233-54.3% | $147,584-71.4% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 26.61% | 50.05%-23.4pp | 176.28%-149.7pp | 578.55%-551.9pp |
| Employer contribution / active EE | $493 | $4,333-88.6% | $3,679-86.6% | $4,876-89.9% |
| Participant deferral / active EE | $2,928 | $4,478-34.6% | $3,897-24.9% | $5,439-46.2% |
| Admin fee / account holder | $809 | $6,332-87.2% | $5,194-84.4% | $10,885-92.6% |