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 | $48,284 | $102,317-52.8% | $146,958-67.1% | $80,856-40.3% |
| Participation rate | 79.6% | 75.8%+3.8pp | 82.2%-2.5pp | 67.6%+12.0pp |
| Annual return | 12.42% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $836 | $3,713-77.5% | $4,933-83.0% | $2,755-69.6% |
| Participant deferral / active EE | $4,833 | $6,644-27.3% | $8,070-40.1% | $4,296+12.5% |
| Admin fee / account holder | $1,166 | $7,941-85.3% | $12,998-91.0% | $6,918-83.1% |