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 | $122,487 | $93,571+30.9% | $135,903-9.9% | $75,163+63.0% |
| Participation rate | 75.9% | 75.2%+0.7pp | 81.9%-6.0pp | 67.2%+8.7pp |
| Annual return | 18.86% | 30.90%-12.0pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $292 | $3,537-91.7% | $4,856-94.0% | $2,670-89.1% |
| Participant deferral / active EE | $7,298 | $6,404+14.0% | $7,758-5.9% | $4,125+76.9% |
| Admin fee / account holder | $5,108 | $6,975-26.8% | $10,762-52.5% | $5,651-9.6% |