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 | $34,735 | $107,334-67.6% | $92,893-62.6% | $152,861-77.3% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 21.43% | 145.58%-124.1pp | 109.41%-88.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $636 | $4,221-84.9% | $3,653-82.6% | $4,762-86.6% |
| Participant deferral / active EE | $4,686 | $4,845-3.3% | $4,236+10.6% | $5,850-19.9% |
| Admin fee / account holder | $2,041 | $7,079-71.2% | $5,794-64.8% | $11,596-82.4% |