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 | $39,508 | $63,346-37.6% | $92,233-57.2% | $70,131-43.7% |
| Participation rate | 92.8% | 68.7%+24.1pp | 76.5%+16.3pp | 69.5%+23.2pp |
| Annual return | 20.11% | 530.12%-510.0pp | 176.28%-156.2pp | 73.14%-53.0pp |
| Employer contribution / active EE | $289 | $2,471-88.3% | $3,679-92.1% | $2,342-87.7% |
| Participant deferral / active EE | $3,236 | $2,854+13.4% | $3,897-17.0% | $3,332-2.9% |
| Admin fee / account holder | $493 | $3,840-87.2% | $5,194-90.5% | $4,645-89.4% |