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 | $25,837 | $111,724-76.9% | $93,606-72.4% | $145,922-82.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 8.23% | 202.98%-194.7pp | 133.20%-125.0pp | 561.29%-553.1pp |
| Employer contribution / active EE | $511 | $3,090-83.5% | $2,420-78.9% | $4,660-89.0% |
| Participant deferral / active EE | $1,500 | $4,912-69.5% | $4,411-66.0% | $6,688-77.6% |
| Admin fee / account holder | $526 | $10,250-94.9% | $8,285-93.7% | $13,397-96.1% |