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 | $79,896 | $98,750-19.1% | $149,696-46.6% | $79,8580% |
| Participation rate | 96.2% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.6pp |
| Annual return | 17.42% | 27.43%-10.0pp | 276.60%-259.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $441 | $3,216-86.3% | $4,644-90.5% | $2,471-82.2% |
| Participant deferral / active EE | $3,881 | $5,680-31.7% | $6,842-43.3% | $3,740+3.8% |
| Admin fee / account holder | $12,774 | $6,053+111.1% | $9,309+37.2% | $5,306+140.7% |