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 | $128,054 | $102,317+25.2% | $146,958-12.9% | $80,856+58.4% |
| Participation rate | 75.5% | 75.8%-0.3pp | 82.2%-6.6pp | 67.6%+7.9pp |
| Annual return | 15.82% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $783 | $3,713-78.9% | $4,933-84.1% | $2,755-71.6% |
| Participant deferral / active EE | $7,313 | $6,644+10.1% | $8,070-9.4% | $4,296+70.2% |
| Admin fee / account holder | $28,055 | $7,941+253.3% | $12,998+115.8% | $6,918+305.5% |