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 | $109,155 | $101,069+8.0% | $81,478+34.0% | $147,584-26.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 10.91% | 32.40%-21.5pp | 38.78%-27.9pp | 578.55%-567.6pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,352 | $4,242+73.3% | $3,537+107.9% | $5,439+35.2% |
| Admin fee / account holder | $56,559 | $5,812+873.2% | $4,561+1140.1% | $10,885+419.6% |