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 | $120,624 | $124,281-2.9% | $109,143+10.5% | $167,490-28.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.38% | 26.04%-5.7pp | 25.75%-5.4pp | 478.56%-458.2pp |
| Employer contribution / active EE | $565 | $4,207-86.6% | $3,722-84.8% | $4,837-88.3% |
| Participant deferral / active EE | $1,667 | $5,255-68.3% | $4,653-64.2% | $6,341-73.7% |
| Admin fee / account holder | $329 | $7,970-95.9% | $6,752-95.1% | $12,309-97.3% |