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 | $124,985 | $89,753+39.3% | $107,525+16.2% | $84,808+47.4% |
| Participation rate | 90.6% | 68.1%+22.6pp | 75.1%+15.6pp | 68.3%+22.3pp |
| Annual return | 15.94% | 29.48%-13.5pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $685 | $3,113-78.0% | $3,754-81.8% | $2,631-74.0% |
| Participant deferral / active EE | $6,523 | $4,056+60.8% | $5,116+27.5% | $4,212+54.9% |
| Admin fee / account holder | $1,321 | $7,222-81.7% | $8,919-85.2% | $7,344-82.0% |