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 | $121,757 | $100,754+20.8% | $86,677+40.5% | $134,475-9.5% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | 6.70% | 29.04%-22.3pp | 35.91%-29.2pp | 417.96%-411.3pp |
| Employer contribution / active EE | $315 | $3,489-91.0% | $2,836-88.9% | $4,740-93.4% |
| Participant deferral / active EE | $2,555 | $5,338-52.1% | $4,656-45.1% | $6,400-60.1% |
| Admin fee / account holder | $1,955 | $10,926-82.1% | $7,493-73.9% | $11,426-82.9% |