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 | $206,784 | $103,031+100.7% | $78,805+162.4% | $357,791-42.2% |
| Participation rate | 85.7% | 81.4%+4.3pp | 73.6%+12.1pp | 85.6%+0.1pp |
| Annual return | 14.88% | -11.97%+26.8pp | -2.71%+17.6pp | 396.79%-381.9pp |
| Employer contribution / active EE | $1,989 | $6,909-71.2% | $4,059-51.0% | $7,508-73.5% |
| Participant deferral / active EE | $12,059 | $5,060+138.3% | $3,584+236.5% | $5,521+118.4% |
| Admin fee / account holder | $6,327 | $5,883+7.5% | $5,677+11.5% | $28,387-77.7% |