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 | $50,783 | $80,724-37.1% | $103,333-50.9% | $74,495-31.8% |
| Participation rate | 70.6% | 65.7%+4.9pp | 74.5%-3.9pp | 67.2%+3.4pp |
| Annual return | 14.39% | 27.56%-13.2pp | 24.88%-10.5pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $642 | $3,157-79.7% | $3,868-83.4% | $2,623-75.5% |
| Participant deferral / active EE | $2,419 | $3,860-37.3% | $5,057-52.2% | $4,346-44.3% |
| Admin fee / account holder | $2,294 | $2,368-3.1% | $8,355-72.5% | $1,942+18.1% |