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 | $109,492 | $96,484+13.5% | $75,886+44.3% | $152,861-28.4% |
| Participation rate | 78.9% | 76.2%+2.8pp | 69.3%+9.7pp | 82.4%-3.5pp |
| Annual return | 15.31% | 33.98%-18.7pp | 30.76%-15.4pp | 345.32%-330.0pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,874 | $4,553+7.1% | $3,603+35.3% | $5,850-16.7% |
| Admin fee / account holder | $23,902 | $8,078+195.9% | $5,418+341.1% | $11,596+106.1% |