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 | $125,744 | $124,281+1.2% | $109,143+15.2% | $167,490-24.9% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 12.46% | 26.04%-13.6pp | 25.75%-13.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $320 | $4,207-92.4% | $3,722-91.4% | $4,837-93.4% |
| Participant deferral / active EE | $3,200 | $5,255-39.1% | $4,653-31.2% | $6,341-49.5% |
| Admin fee / account holder | $111,464 | $7,970+1298.6% | $6,752+1550.8% | $12,309+805.5% |