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 | $51,574 | $152,587-66.2% | $125,175-58.8% | $152,861-66.3% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 18.21% | 54.84%-36.6pp | 43.79%-25.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $137 | $4,946-97.2% | $3,865-96.5% | $4,762-97.1% |
| Participant deferral / active EE | $2,730 | $5,868-53.5% | $4,937-44.7% | $5,850-53.3% |
| Admin fee / account holder | $525 | $13,434-96.1% | $9,702-94.6% | $11,596-95.5% |