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 | $90,565 | $77,314+17.1% | $177,989-49.1% | $80,856+12.0% |
| Participation rate | 71.0% | 65.7%+5.3pp | 77.1%-6.1pp | 67.6%+3.3pp |
| Annual return | 18.93% | 18.09%+0.8pp | 294.48%-275.6pp | 35.59%-16.7pp |
| Employer contribution / active EE | $463 | $2,292-79.8% | $3,949-88.3% | $2,755-83.2% |
| Participant deferral / active EE | $2,258 | $4,411-48.8% | $6,276-64.0% | $4,296-47.4% |
| Admin fee / account holder | $157,383 | $7,191+2088.6% | $10,363+1418.7% | $6,918+2175.0% |