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 | $35,204 | $104,907-66.4% | $84,611-58.4% | $152,861-77.0% |
| Participation rate | 73.9% | 74.8%-0.9pp | 68.2%+5.7pp | 82.4%-8.5pp |
| Annual return | 17.22% | 373.79%-356.6pp | 258.74%-241.5pp | 345.32%-328.1pp |
| Employer contribution / active EE | $250 | $3,302-92.4% | $2,652-90.6% | $4,762-94.8% |
| Participant deferral / active EE | $3,499 | $4,688-25.4% | $3,899-10.3% | $5,850-40.2% |
| Admin fee / account holder | $10,648 | $6,241+70.6% | $4,912+116.8% | $11,596-8.2% |