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 | $121,315 | $197,591-38.6% | $177,821-31.8% | $158,922-23.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.59% | 58.76%-45.2pp | 48.32%-34.7pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,350 | $6,697-79.8% | $5,918-77.2% | $4,761-71.6% |
| Participant deferral / active EE | $6,344 | $8,405-24.5% | $7,714-17.8% | $5,982+6.0% |
| Admin fee / account holder | $11,402 | $15,399-26.0% | $12,427-8.3% | $11,246+1.4% |