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 | $27,312 | $98,750-72.3% | $149,696-81.8% | $79,858-65.8% |
| Participation rate | 82.4% | 75.8%+6.6pp | 82.5%-0.1pp | 69.6%+12.7pp |
| Annual return | 21.34% | 27.43%-6.1pp | 276.60%-255.3pp | 31.71%-10.4pp |
| Employer contribution / active EE | $127 | $3,216-96.1% | $4,644-97.3% | $2,471-94.9% |
| Participant deferral / active EE | $6,007 | $5,680+5.8% | $6,842-12.2% | $3,740+60.6% |
| Admin fee / account holder | $1,429 | $6,053-76.4% | $9,309-84.6% | $5,306-73.1% |