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 | $95,720 | $90,348+5.9% | $75,972+26.0% | $145,922-34.4% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.1%+8.7pp | 80.3%-2.5pp |
| Annual return | 14.04% | 620.88%-606.8pp | 359.55%-345.5pp | 561.29%-547.2pp |
| Employer contribution / active EE | $479 | $3,311-85.5% | $2,685-82.1% | $4,660-89.7% |
| Participant deferral / active EE | $2,656 | $5,162-48.6% | $4,255-37.6% | $6,688-60.3% |
| Admin fee / account holder | $3,355 | $8,467-60.4% | $6,467-48.1% | $13,397-75.0% |