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 | $20,317 | $95,416-78.7% | $185,823-89.1% | $85,850-76.3% |
| Participation rate | 76.9% | 68.8%+8.2pp | 81.7%-4.8pp | 69.3%+7.6pp |
| Annual return | 34.25% | 23.59%+10.7pp | 122.05%-87.8pp | 318.53%-284.3pp |
| Employer contribution / active EE | $316 | $3,314-90.5% | $5,167-93.9% | $2,565-87.7% |
| Participant deferral / active EE | $2,881 | $3,423-15.9% | $5,568-48.3% | $3,952-27.1% |
| Admin fee / account holder | $436 | $7,213-94.0% | $16,237-97.3% | $6,260-93.0% |