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 | $42,116 | $77,314-45.5% | $177,989-76.3% | $80,856-47.9% |
| Participation rate | 82.7% | 65.7%+17.0pp | 77.1%+5.6pp | 67.6%+15.1pp |
| Annual return | 33.94% | 18.09%+15.9pp | 294.48%-260.5pp | 35.59%-1.7pp |
| Employer contribution / active EE | $319 | $2,292-86.1% | $3,949-91.9% | $2,755-88.4% |
| Participant deferral / active EE | $2,167 | $4,411-50.9% | $6,276-65.5% | $4,296-49.6% |
| Admin fee / account holder | $11,282 | $7,191+56.9% | $10,363+8.9% | $6,918+63.1% |