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 | $79,704 | $157,256-49.3% | $141,162-43.5% | $152,861-47.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 36.49% | 64.32%-27.8pp | 71.39%-34.9pp | 345.32%-308.8pp |
| Employer contribution / active EE | $401 | $5,261-92.4% | $4,735-91.5% | $4,762-91.6% |
| Participant deferral / active EE | $9,247 | $7,109+30.1% | $6,709+37.8% | $5,850+58.1% |
| Admin fee / account holder | $431 | $12,120-96.4% | $10,261-95.8% | $11,596-96.3% |