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 | $21,801 | $117,841-81.5% | $102,423-78.7% | $145,922-85.1% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 12.15% | 31.65%-19.5pp | 29.32%-17.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $745 | $3,615-79.4% | $3,023-75.3% | $4,660-84.0% |
| Participant deferral / active EE | $2,169 | $5,731-62.1% | $5,053-57.1% | $6,688-67.6% |
| Admin fee / account holder | $7,398 | $13,326-44.5% | $9,451-21.7% | $13,397-44.8% |