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 | $100,383 | $99,985+0.4% | $146,665-31.6% | $85,850+16.9% |
| Participation rate | 83.6% | 73.1%+10.5pp | 80.1%+3.5pp | 69.3%+14.3pp |
| Annual return | 16.20% | 18.93%-2.7pp | 22.74%-6.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $360 | $2,559-85.9% | $4,136-91.3% | $2,565-86.0% |
| Participant deferral / active EE | $5,588 | $4,006+39.5% | $5,506+1.5% | $3,952+41.4% |
| Admin fee / account holder | $1,917 | $7,702-75.1% | $10,280-81.4% | $6,260-69.4% |