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 | $48,361 | $91,552-47.2% | $133,956-63.9% | $79,858-39.4% |
| Participation rate | 85.1% | 73.3%+11.8pp | 79.8%+5.3pp | 69.6%+15.5pp |
| Annual return | 22.59% | 61.85%-39.3pp | 45.09%-22.5pp | 31.71%-9.1pp |
| Employer contribution / active EE | $383 | $2,384-83.9% | $3,919-90.2% | $2,471-84.5% |
| Participant deferral / active EE | $4,346 | $3,733+16.4% | $5,048-13.9% | $3,740+16.2% |
| Admin fee / account holder | $4,209 | $6,321-33.4% | $8,927-52.9% | $5,306-20.7% |