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 | $138,215 | $121,625+13.6% | $104,607+32.1% | $158,922-13.0% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 12.92% | 465.26%-452.3pp | 340.46%-327.5pp | 302.83%-289.9pp |
| Employer contribution / active EE | $70 | $3,163-97.8% | $2,681-97.4% | $4,761-98.5% |
| Participant deferral / active EE | $8,190 | $4,177+96.1% | $3,740+119.0% | $5,982+36.9% |
| Admin fee / account holder | $2,136 | $7,787-72.6% | $6,473-67.0% | $11,246-81.0% |