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 | $46,588 | $53,822-13.4% | $75,696-38.5% | $85,850-45.7% |
| Participation rate | 92.5% | 69.1%+23.4pp | 74.8%+17.6pp | 69.3%+23.1pp |
| Annual return | 26.28% | 24.54%+1.7pp | 104.53%-78.2pp | 318.53%-292.3pp |
| Employer contribution / active EE | $156 | $2,017-92.3% | $2,743-94.3% | $2,565-93.9% |
| Participant deferral / active EE | $5,522 | $2,895+90.7% | $3,821+44.5% | $3,952+39.7% |
| Admin fee / account holder | $5,856 | $3,343+75.2% | $3,619+61.8% | $6,260-6.5% |