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 | $85,548 | $102,317-16.4% | $146,958-41.8% | $80,856+5.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.45% | 134.76%-114.3pp | 418.34%-397.9pp | 35.59%-15.1pp |
| Employer contribution / active EE | $555 | $3,713-85.1% | $4,933-88.8% | $2,755-79.9% |
| Participant deferral / active EE | $10,599 | $6,644+59.5% | $8,070+31.3% | $4,296+146.7% |
| Admin fee / account holder | $16,242 | $7,941+104.5% | $12,998+25.0% | $6,918+134.8% |