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 | $128,224 | $111,754+14.7% | $103,333+24.1% | $145,922-12.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 16.52% | 24.77%-8.3pp | 24.88%-8.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $428 | $4,212-89.8% | $3,868-88.9% | $4,660-90.8% |
| Participant deferral / active EE | $3,138 | $5,619-44.2% | $5,057-38.0% | $6,688-53.1% |
| Admin fee / account holder | $68,152 | $9,750+599.0% | $8,355+715.7% | $13,397+408.7% |