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 | $108,423 | $117,841-8.0% | $102,423+5.9% | $145,922-25.7% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 11.72% | 31.65%-19.9pp | 29.32%-17.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $765 | $3,615-78.8% | $3,023-74.7% | $4,660-83.6% |
| Participant deferral / active EE | $6,838 | $5,731+19.3% | $5,053+35.3% | $6,688+2.2% |
| Admin fee / account holder | $11,561 | $13,326-13.2% | $9,451+22.3% | $13,397-13.7% |