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 | $95,913 | $102,616-6.5% | $81,983+17.0% | $158,922-39.6% |
| Participation rate | 72.2% | 75.5%-3.3pp | 69.2%+3.0pp | 82.0%-9.7pp |
| Annual return | 9.80% | 61.04%-51.2pp | 41.31%-31.5pp | 302.83%-293.0pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,956 | $4,648+6.6% | $3,722+33.2% | $5,982-17.1% |
| Admin fee / account holder | $37,405 | $8,235+354.2% | $5,664+560.4% | $11,246+232.6% |