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 | $95,610 | $89,355+7.0% | $141,162-32.3% | $72,985+31.0% |
| Participation rate | 82.9% | 75.1%+7.8pp | 82.5%+0.5pp | 69.5%+13.4pp |
| Annual return | 24.06% | 111.85%-87.8pp | 71.39%-47.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,247 | $5,418+70.7% | $6,709+37.8% | $3,607+156.3% |
| Admin fee / account holder | $1,715 | $5,958-71.2% | $10,261-83.3% | $5,124-66.5% |