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 | $30,706 | $56,629-45.8% | $77,999-60.6% | $55,167-44.3% |
| Participation rate | 84.5% | 73.3%+11.2pp | 75.5%+9.0pp | 69.0%+15.6pp |
| Annual return | 8.96% | 2866.98%-2858.0pp | 425.96%-417.0pp | 169.23%-160.3pp |
| Employer contribution / active EE | $326 | $1,723-81.1% | $2,470-86.8% | $1,963-83.4% |
| Participant deferral / active EE | $2,139 | $2,777-23.0% | $3,497-38.8% | $3,054-30.0% |
| Admin fee / account holder | $1,559 | $467+234.1% | $5,480-71.6% | $504+209.3% |