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 | $115,331 | $85,766+34.5% | $136,294-15.4% | $70,131+64.5% |
| Participation rate | 86.1% | 74.2%+12.0pp | 81.9%+4.2pp | 69.5%+16.6pp |
| Annual return | 15.50% | 31.45%-16.0pp | 5155.94%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,455 | $5,051+47.6% | $6,247+19.3% | $3,332+123.7% |
| Admin fee / account holder | $1,517 | $5,420-72.0% | $9,243-83.6% | $4,645-67.3% |