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 | $69,283 | $100,041-30.7% | $149,718-53.7% | $70,131-1.2% |
| Participation rate | 89.5% | 83.6%+5.9pp | 87.1%+2.4pp | 69.5%+19.9pp |
| Annual return | 36.62% | 27.43%+9.2pp | 1501.63%-1465.0pp | 73.14%-36.5pp |
| Employer contribution / active EE | $863 | $3,662-76.4% | $5,445-84.2% | $2,342-63.2% |
| Participant deferral / active EE | $5,091 | $4,983+2.2% | $6,569-22.5% | $3,332+52.8% |
| Admin fee / account holder | $7,865 | $8,286-5.1% | $11,283-30.3% | $4,645+69.3% |