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 | $110,434 | $118,450-6.8% | $98,439+12.2% | $139,434-20.8% |
| Participation rate | 71.4% | 77.4%-6.0pp | 75.2%-3.7pp | 80.3%-8.9pp |
| Annual return | 16.56% | 18.94%-2.4pp | 21.16%-4.6pp | 372.94%-356.4pp |
| Employer contribution / active EE | $116 | $3,609-96.8% | $3,048-96.2% | $4,751-97.6% |
| Participant deferral / active EE | $2,558 | $5,392-52.6% | $4,738-46.0% | $6,710-61.9% |
| Admin fee / account holder | $27,642 | $14,026+97.1% | $8,948+208.9% | $11,403+142.4% |