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 | $42,554 | $197,591-78.5% | $177,821-76.1% | $158,922-73.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.41% | 58.76%-34.3pp | 48.32%-23.9pp | 302.83%-278.4pp |
| Employer contribution / active EE | $1,409 | $6,697-79.0% | $5,918-76.2% | $4,761-70.4% |
| Participant deferral / active EE | $4,265 | $8,405-49.3% | $7,714-44.7% | $5,982-28.7% |
| Admin fee / account holder | $2,286 | $15,399-85.2% | $12,427-81.6% | $11,246-79.7% |