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 | $109,759 | $91,552+19.9% | $133,956-18.1% | $79,858+37.4% |
| Participation rate | 81.5% | 73.3%+8.1pp | 79.8%+1.6pp | 69.6%+11.8pp |
| Annual return | 12.66% | 61.85%-49.2pp | 45.09%-32.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,194 | $3,733-14.4% | $5,048-36.7% | $3,740-14.6% |
| Admin fee / account holder | $4,918 | $6,321-22.2% | $8,927-44.9% | $5,306-7.3% |