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 | $198,834 | $176,812+12.5% | $146,665+35.6% | $167,490+18.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.85% | 24.03%-7.2pp | 22.74%-5.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $841 | $5,160-83.7% | $4,136-79.7% | $4,837-82.6% |
| Participant deferral / active EE | $13,209 | $6,440+105.1% | $5,506+139.9% | $6,341+108.3% |
| Admin fee / account holder | $3,679 | $13,259-72.3% | $10,280-64.2% | $12,309-70.1% |