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 | $14,900 | $91,190-83.7% | $178,490-91.7% | $79,858-81.3% |
| Participation rate | 76.8% | 69.2%+7.6pp | 81.9%-5.1pp | 69.6%+7.2pp |
| Annual return | 17.53% | 24.19%-6.7pp | 151.07%-133.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $228 | $3,256-93.0% | $5,011-95.4% | $2,471-90.8% |
| Participant deferral / active EE | $1,255 | $3,236-61.2% | $5,202-75.9% | $3,740-66.5% |
| Admin fee / account holder | $353 | $6,751-94.8% | $13,984-97.5% | $5,306-93.3% |