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 | $59,555 | $105,181-43.4% | $159,436-62.6% | $85,850-30.6% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.8%+2.9pp | 69.3%+16.4pp |
| Annual return | 13.50% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $383 | $3,318-88.5% | $4,829-92.1% | $2,565-85.1% |
| Participant deferral / active EE | $4,041 | $5,945-32.0% | $7,352-45.0% | $3,952+2.3% |
| Admin fee / account holder | $1,602 | $6,933-76.9% | $10,799-85.2% | $6,260-74.4% |