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 | $149,431 | $89,753+66.5% | $107,525+39.0% | $84,808+76.2% |
| Participation rate | 86.3% | 68.1%+18.2pp | 75.1%+11.2pp | 68.3%+18.0pp |
| Annual return | 12.91% | 29.48%-16.6pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $551 | $3,113-82.3% | $3,754-85.3% | $2,631-79.0% |
| Participant deferral / active EE | $7,901 | $4,056+94.8% | $5,116+54.4% | $4,212+87.6% |
| Admin fee / account holder | $60,258 | $7,222+734.4% | $8,919+575.6% | $7,344+720.5% |