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 | $102,298 | $165,335-38.1% | $149,696-31.7% | $158,922-35.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 18.46% | 348.15%-329.7pp | 276.60%-258.1pp | 302.83%-284.4pp |
| Employer contribution / active EE | $516 | $5,103-89.9% | $4,644-88.9% | $4,761-89.2% |
| Participant deferral / active EE | $6,139 | $7,181-14.5% | $6,842-10.3% | $5,982+2.6% |
| Admin fee / account holder | $7,500 | $10,807-30.6% | $9,309-19.4% | $11,246-33.3% |