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 | $69,680 | $115,770-39.8% | $101,248-31.2% | $158,922-56.2% |
| Participation rate | 85.0% | 79.4%+5.6pp | 75.8%+9.2pp | 82.0%+3.0pp |
| Annual return | 21.36% | 56.14%-34.8pp | 46.47%-25.1pp | 302.83%-281.5pp |
| Employer contribution / active EE | $567 | $4,175-86.4% | $3,660-84.5% | $4,761-88.1% |
| Participant deferral / active EE | $6,869 | $4,957+38.6% | $4,370+57.2% | $5,982+14.8% |
| Admin fee / account holder | $1,086 | $7,245-85.0% | $5,945-81.7% | $11,246-90.3% |