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 | $84,072 | $183,963-54.3% | $162,163-48.2% | $152,861-45.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.56% | 150.76%-124.2pp | 115.59%-89.0pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,076 | $6,371-83.1% | $5,614-80.8% | $4,762-77.4% |
| Participant deferral / active EE | $18,646 | $8,034+132.1% | $7,298+155.5% | $5,850+218.7% |
| Admin fee / account holder | $1,904 | $13,121-85.5% | $10,843-82.4% | $11,596-83.6% |