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 | $58,194 | $105,181-44.7% | $159,436-63.5% | $85,850-32.2% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.8%+1.4pp | 69.3%+14.9pp |
| Annual return | 17.08% | 45.07%-28.0pp | 263.57%-246.5pp | 318.53%-301.4pp |
| Employer contribution / active EE | $457 | $3,318-86.2% | $4,829-90.5% | $2,565-82.2% |
| Participant deferral / active EE | $3,511 | $5,945-40.9% | $7,352-52.2% | $3,952-11.1% |
| Admin fee / account holder | $9,246 | $6,933+33.4% | $10,799-14.4% | $6,260+47.7% |