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 | $92,704 | $86,286+7.4% | $111,297-16.7% | $85,850+8.0% |
| Participation rate | 71.0% | 73.3%-2.4pp | 77.3%-6.3pp | 69.3%+1.7pp |
| Annual return | 11.13% | 19.99%-8.9pp | 54.65%-43.5pp | 318.53%-307.4pp |
| Employer contribution / active EE | $426 | $2,043-79.1% | $2,731-84.4% | $2,565-83.4% |
| Participant deferral / active EE | $3,224 | $3,641-11.5% | $4,487-28.2% | $3,952-18.4% |
| Admin fee / account holder | $85,014 | $8,188+938.3% | $7,964+967.5% | $6,260+1258.1% |