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 | $85,841 | $102,317-16.1% | $146,958-41.6% | $80,856+6.2% |
| Participation rate | 81.0% | 75.8%+5.1pp | 82.2%-1.2pp | 67.6%+13.3pp |
| Annual return | 14.42% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $406 | $3,713-89.1% | $4,933-91.8% | $2,755-85.3% |
| Participant deferral / active EE | $3,329 | $6,644-49.9% | $8,070-58.8% | $4,296-22.5% |
| Admin fee / account holder | $2,298 | $7,941-71.1% | $12,998-82.3% | $6,918-66.8% |