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 | $117,403 | $91,538+28.3% | $129,995-9.7% | $75,163+56.2% |
| Participation rate | 78.7% | 71.4%+7.3pp | 78.5%+0.2pp | 67.2%+11.5pp |
| Annual return | 13.83% | -631.11%+644.9pp | -137.18%+151.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,640 | $4,341+6.9% | $5,820-20.3% | $4,125+12.5% |
| Admin fee / account holder | $5,995 | $6,790-11.7% | $10,614-43.5% | $5,651+6.1% |