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 | $33,829 | $53,127-36.3% | $86,590-60.9% | $70,131-51.8% |
| Participation rate | 88.2% | 65.3%+22.9pp | 73.5%+14.7pp | 69.5%+18.7pp |
| Annual return | 15.42% | 27.66%-12.2pp | 964.84%-949.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $217 | $2,068-89.5% | $2,839-92.4% | $2,342-90.7% |
| Participant deferral / active EE | $2,323 | $2,696-13.8% | $3,609-35.6% | $3,332-30.3% |
| Admin fee / account holder | $2,826 | $3,585-21.2% | $4,906-42.4% | $4,645-39.2% |