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 | $41,514 | $183,963-77.4% | $162,163-74.4% | $152,861-72.8% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 19.79% | 150.76%-131.0pp | 115.59%-95.8pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,224 | $6,371-80.8% | $5,614-78.2% | $4,762-74.3% |
| Participant deferral / active EE | $6,000 | $8,034-25.3% | $7,298-17.8% | $5,850+2.6% |
| Admin fee / account holder | $648 | $13,121-95.1% | $10,843-94.0% | $11,596-94.4% |