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 | $88,181 | $100,041-11.9% | $149,718-41.1% | $70,131+25.7% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.1%+8.9pp | 69.5%+26.5pp |
| Annual return | 15.88% | 27.43%-11.6pp | 1501.63%-1485.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $499 | $3,662-86.4% | $5,445-90.8% | $2,342-78.7% |
| Participant deferral / active EE | $15,640 | $4,983+213.9% | $6,569+138.1% | $3,332+369.4% |
| Admin fee / account holder | $9,008 | $8,286+8.7% | $11,283-20.2% | $4,645+93.9% |