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 | $58,583 | $89,355-34.4% | $141,162-58.5% | $72,985-19.7% |
| Participation rate | 92.5% | 75.1%+17.4pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 27.85% | 111.85%-84.0pp | 71.39%-43.5pp | 81.00%-53.2pp |
| Employer contribution / active EE | $587 | $3,114-81.1% | $4,735-87.6% | $2,440-75.9% |
| Participant deferral / active EE | $2,876 | $5,418-46.9% | $6,709-57.1% | $3,607-20.3% |
| Admin fee / account holder | $759 | $5,958-87.3% | $10,261-92.6% | $5,124-85.2% |