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 | $71,671 | $98,240-27.0% | $82,313-12.9% | $147,584-51.4% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 14.09% | 30.85%-16.8pp | 25.88%-11.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $396 | $3,192-87.6% | $2,428-83.7% | $4,876-91.9% |
| Participant deferral / active EE | $4,078 | $4,383-7.0% | $3,706+10.0% | $5,439-25.0% |
| Admin fee / account holder | $12,410 | $8,563+44.9% | $5,608+121.3% | $10,885+14.0% |