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 | $134,867 | $104,251+29.4% | $91,001+48.2% | $147,584-8.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 8.89% | 27.06%-18.2pp | 4.60%+4.3pp | 578.55%-569.7pp |
| Employer contribution / active EE | $446 | $3,116-85.7% | $2,456-81.8% | $4,876-90.9% |
| Participant deferral / active EE | $7,145 | $4,195+70.3% | $3,547+101.4% | $5,439+31.4% |
| Admin fee / account holder | $157,862 | $8,948+1664.2% | $5,417+2814.1% | $10,885+1350.2% |