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 | $45,154 | $183,963-75.5% | $162,163-72.2% | $152,861-70.5% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.6%+0.7pp | 82.4%+5.8pp |
| Annual return | 16.52% | 150.76%-134.2pp | 115.59%-99.1pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,273 | $6,371-80.0% | $5,614-77.3% | $4,762-73.3% |
| Participant deferral / active EE | $2,917 | $8,034-63.7% | $7,298-60.0% | $5,850-50.1% |
| Admin fee / account holder | $4,606 | $13,121-64.9% | $10,843-57.5% | $11,596-60.3% |