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 | $85,963 | $89,355-3.8% | $141,162-39.1% | $72,985+17.8% |
| Participation rate | 87.9% | 75.1%+12.8pp | 82.5%+5.4pp | 69.5%+18.4pp |
| Annual return | 25.54% | 111.85%-86.3pp | 71.39%-45.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $618 | $3,114-80.2% | $4,735-87.0% | $2,440-74.7% |
| Participant deferral / active EE | $8,833 | $5,418+63.0% | $6,709+31.7% | $3,607+144.8% |
| Admin fee / account holder | $703 | $5,958-88.2% | $10,261-93.2% | $5,124-86.3% |