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 | $127,156 | $72,177+76.2% | $115,037+10.5% | $59,632+113.2% |
| Participation rate | 91.7% | 72.6%+19.1pp | 81.4%+10.3pp | 68.7%+23.0pp |
| Annual return | 0.68% | 12.02%-11.3pp | 26.14%-25.5pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,285 | $4,783+94.1% | $6,026+54.1% | $3,192+190.9% |
| Admin fee / account holder | $14,611 | $4,927+196.6% | $8,175+78.7% | $4,297+240.0% |