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 | $70,435 | $112,096-37.2% | $95,952-26.6% | $158,922-55.7% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 15.42% | 171.09%-155.7pp | 91.61%-76.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $604 | $3,198-81.1% | $2,541-76.2% | $4,761-87.3% |
| Participant deferral / active EE | $1,597 | $4,784-66.6% | $4,167-61.7% | $5,982-73.3% |
| Admin fee / account holder | $753 | $10,130-92.6% | $6,795-88.9% | $11,246-93.3% |