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 | $35,191 | $226,064-84.4% | $182,532-80.7% | $152,861-77.0% |
| Participation rate | 78.9% | 82.5%-3.5pp | 78.0%+1.0pp | 82.4%-3.5pp |
| Annual return | 20.24% | 192.51%-172.3pp | 148.54%-128.3pp | 345.32%-325.1pp |
| Employer contribution / active EE | $421 | $4,978-91.5% | $4,076-89.7% | $4,762-91.2% |
| Participant deferral / active EE | $2,333 | $6,368-63.4% | $5,524-57.8% | $5,850-60.1% |
| Admin fee / account holder | $5,233 | $10,703-51.1% | $8,592-39.1% | $11,596-54.9% |