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 | $154,803 | $91,538+69.1% | $129,995+19.1% | $75,163+106.0% |
| Participation rate | 92.9% | 71.4%+21.4pp | 78.5%+14.4pp | 67.2%+25.7pp |
| Annual return | 16.09% | -631.11%+647.2pp | -137.18%+153.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $121 | $2,845-95.7% | $4,320-97.2% | $2,670-95.5% |
| Participant deferral / active EE | $8,288 | $4,341+90.9% | $5,820+42.4% | $4,125+100.9% |
| Admin fee / account holder | $6,884 | $6,790+1.4% | $10,614-35.1% | $5,651+21.8% |