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 | $126,577 | $111,754+13.3% | $103,333+22.5% | $145,922-13.3% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 11.82% | 24.77%-13.0pp | 24.88%-13.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $16 | $4,212-99.6% | $3,868-99.6% | $4,660-99.7% |
| Participant deferral / active EE | $8,257 | $5,619+47.0% | $5,057+63.3% | $6,688+23.5% |
| Admin fee / account holder | $29,652 | $9,750+204.1% | $8,355+254.9% | $13,397+121.3% |