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 | $101,659 | $110,257-7.8% | $96,544+5.3% | $139,434-27.1% |
| Participation rate | 91.3% | 78.1%+13.2pp | 76.0%+15.3pp | 80.3%+11.0pp |
| Annual return | 13.96% | 26.32%-12.4pp | 25.84%-11.9pp | 372.94%-359.0pp |
| Employer contribution / active EE | $379 | $3,620-89.5% | $2,965-87.2% | $4,751-92.0% |
| Participant deferral / active EE | $2,963 | $5,548-46.6% | $4,851-38.9% | $6,710-55.8% |
| Admin fee / account holder | $27,037 | $11,591+133.2% | $8,252+227.6% | $11,403+137.1% |