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 | $102,715 | $73,933+38.9% | $96,683+6.2% | $75,163+36.7% |
| Participation rate | 78.0% | 66.4%+11.5pp | 74.3%+3.6pp | 67.2%+10.8pp |
| Annual return | 15.47% | 26.70%-11.2pp | 35.69%-20.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,004 | $3,659+91.4% | $4,878+43.6% | $4,125+69.8% |
| Admin fee / account holder | $19,581 | $5,216+275.4% | $6,730+191.0% | $5,651+246.5% |