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 | $98,051 | $103,376-5.2% | $87,100+12.6% | $152,861-35.9% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.9%+16.0pp | 82.4%+10.4pp |
| Annual return | 20.96% | 28.10%-7.1pp | 28.19%-7.2pp | 345.32%-324.4pp |
| Employer contribution / active EE | $598 | $3,220-81.4% | $2,521-76.3% | $4,762-87.4% |
| Participant deferral / active EE | $3,077 | $4,778-35.6% | $4,049-24.0% | $5,850-47.4% |
| Admin fee / account holder | $6,898 | $12,205-43.5% | $7,497-8.0% | $11,596-40.5% |