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 | $59,453 | $98,750-39.8% | $149,696-60.3% | $79,858-25.6% |
| Participation rate | 93.2% | 75.8%+17.5pp | 82.5%+10.8pp | 69.6%+23.6pp |
| Annual return | 20.18% | 27.43%-7.2pp | 276.60%-256.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $499 | $3,216-84.5% | $4,644-89.3% | $2,471-79.8% |
| Participant deferral / active EE | $8,136 | $5,680+43.2% | $6,842+18.9% | $3,740+117.5% |
| Admin fee / account holder | $855 | $6,053-85.9% | $9,309-90.8% | $5,306-83.9% |