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 | $63,804 | $100,041-36.2% | $149,718-57.4% | $70,131-9.0% |
| Participation rate | 77.4% | 83.6%-6.2pp | 87.1%-9.7pp | 69.5%+7.8pp |
| Annual return | 17.46% | 27.43%-10.0pp | 1501.63%-1484.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $459 | $3,662-87.5% | $5,445-91.6% | $2,342-80.4% |
| Participant deferral / active EE | $3,514 | $4,983-29.5% | $6,569-46.5% | $3,332+5.5% |
| Admin fee / account holder | $15,496 | $8,286+87.0% | $11,283+37.3% | $4,645+233.6% |