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 | $110,441 | $99,079+11.5% | $77,999+41.6% | $273,961-59.7% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.5%+12.7pp | 83.0%+5.2pp |
| Annual return | 9.43% | 217.93%-208.5pp | 425.96%-416.5pp | 41.45%-32.0pp |
| Employer contribution / active EE | $146 | $3,308-95.6% | $2,470-94.1% | $4,869-97.0% |
| Participant deferral / active EE | $1,287 | $4,306-70.1% | $3,497-63.2% | $5,287-75.7% |
| Admin fee / account holder | $1,682 | $8,954-81.2% | $5,480-69.3% | $10,132-83.4% |