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 | $142,346 | $88,083+61.6% | $164,813-13.6% | $74,495+91.1% |
| Participation rate | 79.8% | 73.0%+6.8pp | 78.6%+1.2pp | 67.2%+12.6pp |
| Annual return | 25.09% | 17.26%+7.8pp | 69.93%-44.8pp | 1364.94%-1339.9pp |
| Employer contribution / active EE | $595 | $2,593-77.0% | $4,341-86.3% | $2,623-77.3% |
| Participant deferral / active EE | $4,687 | $4,498+4.2% | $6,031-22.3% | $4,346+7.8% |
| Admin fee / account holder | $15,245 | $2,234+582.5% | $12,690+20.1% | $1,942+685.2% |