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 | $91,493 | $189,613-51.7% | $167,512-45.4% | $142,382-35.7% |
| Participation rate | 77.3% | 80.1%-2.9pp | 77.1%+0.2pp | 80.1%-2.8pp |
| Annual return | 13.06% | 2024.68%-2011.6pp | 1615.79%-1602.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,694 | $6,981-32.8% | $6,405-26.7% | $6,507-27.9% |
| Admin fee / account holder | $7,641 | $10,528-27.4% | $9,769-21.8% | $12,624-39.5% |