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 | $72,173 | $85,766-15.8% | $136,294-47.0% | $70,131+2.9% |
| Participation rate | 89.4% | 74.2%+15.2pp | 81.9%+7.4pp | 69.5%+19.8pp |
| Annual return | 20.49% | 31.45%-11.0pp | 5155.94%-5135.4pp | 73.14%-52.7pp |
| Employer contribution / active EE | $364 | $2,966-87.7% | $4,695-92.2% | $2,342-84.5% |
| Participant deferral / active EE | $5,415 | $5,051+7.2% | $6,247-13.3% | $3,332+62.5% |
| Admin fee / account holder | $600 | $5,420-88.9% | $9,243-93.5% | $4,645-87.1% |