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 | $239,363 | $214,378+11.7% | $200,582+19.3% | $142,382+68.1% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 13.30% | 46.41%-33.1pp | 42.33%-29.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $69 | $6,841-99.0% | $6,419-98.9% | $4,299-98.4% |
| Participant deferral / active EE | $6,669 | $9,865-32.4% | $9,331-28.5% | $6,507+2.5% |
| Admin fee / account holder | $2,699 | $17,692-84.7% | $16,305-83.4% | $12,624-78.6% |