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 | $38,693 | $100,041-61.3% | $149,718-74.2% | $70,131-44.8% |
| Participation rate | 78.2% | 83.6%-5.4pp | 87.1%-8.9pp | 69.5%+8.7pp |
| Annual return | 16.15% | 27.43%-11.3pp | 1501.63%-1485.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,028 | $3,662-71.9% | $5,445-81.1% | $2,342-56.1% |
| Participant deferral / active EE | $2,491 | $4,983-50.0% | $6,569-62.1% | $3,332-25.2% |
| Admin fee / account holder | $4,379 | $8,286-47.2% | $11,283-61.2% | $4,645-5.7% |