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 | $104,952 | $111,754-6.1% | $103,333+1.6% | $145,922-28.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 9.22% | 24.77%-15.5pp | 24.88%-15.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $316 | $4,212-92.5% | $3,868-91.8% | $4,660-93.2% |
| Participant deferral / active EE | $4,191 | $5,619-25.4% | $5,057-17.1% | $6,688-37.3% |
| Admin fee / account holder | $23,935 | $9,750+145.5% | $8,355+186.5% | $13,397+78.7% |