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 | $33,397 | $214,378-84.4% | $200,582-83.4% | $142,382-76.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.63% | 46.41%-32.8pp | 42.33%-28.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,181 | $6,841-82.7% | $6,419-81.6% | $4,299-72.5% |
| Participant deferral / active EE | $5,184 | $9,865-47.4% | $9,331-44.4% | $6,507-20.3% |
| Admin fee / account holder | $77,480 | $17,692+337.9% | $16,305+375.2% | $12,624+513.8% |