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 | $51,502 | $85,766-40.0% | $136,294-62.2% | $70,131-26.6% |
| Participation rate | 81.0% | 74.2%+6.8pp | 81.9%-1.0pp | 69.5%+11.4pp |
| Annual return | 19.91% | 31.45%-11.5pp | 5155.94%-5136.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $472 | $2,966-84.1% | $4,695-90.0% | $2,342-79.9% |
| Participant deferral / active EE | $4,979 | $5,051-1.4% | $6,247-20.3% | $3,332+49.4% |
| Admin fee / account holder | $1,699 | $5,420-68.7% | $9,243-81.6% | $4,645-63.4% |