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 | $34,430 | $183,963-81.3% | $162,163-78.8% | $152,861-77.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.92% | 150.76%-127.8pp | 115.59%-92.7pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,355 | $6,371-78.7% | $5,614-75.9% | $4,762-71.6% |
| Participant deferral / active EE | $5,178 | $8,034-35.6% | $7,298-29.1% | $5,850-11.5% |
| Admin fee / account holder | $2,069 | $13,121-84.2% | $10,843-80.9% | $11,596-82.2% |