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 | $84,493 | $89,753-5.9% | $107,525-21.4% | $84,808-0.4% |
| Participation rate | 92.4% | 68.1%+24.4pp | 75.1%+17.3pp | 68.3%+24.1pp |
| Annual return | 19.04% | 29.48%-10.4pp | 181.32%-162.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $782 | $3,113-74.9% | $3,754-79.2% | $2,631-70.3% |
| Participant deferral / active EE | $8,183 | $4,056+101.7% | $5,116+60.0% | $4,212+94.3% |
| Admin fee / account holder | $2,111 | $7,222-70.8% | $8,919-76.3% | $7,344-71.2% |