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 | $142,978 | $77,899+83.5% | $149,673-4.5% | $75,163+90.2% |
| Participation rate | 70.5% | 65.6%+4.9pp | 78.8%-8.3pp | 67.2%+3.3pp |
| Annual return | 17.58% | 31.72%-14.1pp | 134.42%-116.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $336 | $3,137-89.3% | $4,818-93.0% | $2,670-87.4% |
| Participant deferral / active EE | $8,742 | $3,411+156.3% | $5,680+53.9% | $4,125+111.9% |
| Admin fee / account holder | $6,372 | $5,956+7.0% | $13,210-51.8% | $5,651+12.8% |