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 | $67,166 | $105,998-36.6% | $92,233-27.2% | $147,584-54.5% |
| Participation rate | 78.3% | 80.4%-2.2pp | 76.5%+1.8pp | 82.8%-4.6pp |
| Annual return | 13.69% | 50.05%-36.4pp | 176.28%-162.6pp | 578.55%-564.9pp |
| Employer contribution / active EE | $480 | $4,333-88.9% | $3,679-87.0% | $4,876-90.2% |
| Participant deferral / active EE | $1,686 | $4,478-62.4% | $3,897-56.7% | $5,439-69.0% |
| Admin fee / account holder | $22,587 | $6,332+256.7% | $5,194+334.9% | $10,885+107.5% |