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 | $38,088 | $111,724-65.9% | $93,606-59.3% | $145,922-73.9% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.5pp |
| Annual return | 11.32% | 202.98%-191.7pp | 133.20%-121.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $373 | $3,090-87.9% | $2,420-84.6% | $4,660-92.0% |
| Participant deferral / active EE | $1,697 | $4,912-65.5% | $4,411-61.5% | $6,688-74.6% |
| Admin fee / account holder | $1,962 | $10,250-80.9% | $8,285-76.3% | $13,397-85.4% |