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 | $74,152 | $89,355-17.0% | $141,162-47.5% | $72,985+1.6% |
| Participation rate | 77.4% | 75.1%+2.3pp | 82.5%-5.1pp | 69.5%+7.9pp |
| Annual return | 19.97% | 111.85%-91.9pp | 71.39%-51.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $501 | $3,114-83.9% | $4,735-89.4% | $2,440-79.5% |
| Participant deferral / active EE | $3,406 | $5,418-37.1% | $6,709-49.2% | $3,607-5.6% |
| Admin fee / account holder | $33,490 | $5,958+462.1% | $10,261+226.4% | $5,124+553.6% |