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 | $130,309 | $89,355+45.8% | $141,162-7.7% | $72,985+78.5% |
| Participation rate | 79.7% | 75.1%+4.6pp | 82.5%-2.7pp | 69.5%+10.3pp |
| Annual return | 20.42% | 111.85%-91.4pp | 71.39%-51.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $207 | $3,114-93.3% | $4,735-95.6% | $2,440-91.5% |
| Participant deferral / active EE | $7,479 | $5,418+38.0% | $6,709+11.5% | $3,607+107.3% |
| Admin fee / account holder | $8,140 | $5,958+36.6% | $10,261-20.7% | $5,124+58.8% |