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 | $26,056 | $98,750-73.6% | $149,696-82.6% | $79,858-67.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 37.18% | 27.43%+9.8pp | 276.60%-239.4pp | 31.71%+5.5pp |
| Employer contribution / active EE | $395 | $3,216-87.7% | $4,644-91.5% | $2,471-84.0% |
| Participant deferral / active EE | $3,966 | $5,680-30.2% | $6,842-42.0% | $3,740+6.1% |
| Admin fee / account holder | $1,264 | $6,053-79.1% | $9,309-86.4% | $5,306-76.2% |