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 | $40,439 | $111,724-63.8% | $93,606-56.8% | $145,922-72.3% |
| Participation rate | 78.6% | 74.2%+4.4pp | 68.7%+9.9pp | 80.3%-1.7pp |
| Annual return | 16.16% | 202.98%-186.8pp | 133.20%-117.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $300 | $3,090-90.3% | $2,420-87.6% | $4,660-93.6% |
| Participant deferral / active EE | $2,481 | $4,912-49.5% | $4,411-43.8% | $6,688-62.9% |
| Admin fee / account holder | $1,022 | $10,250-90.0% | $8,285-87.7% | $13,397-92.4% |