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 | $103,896 | $112,881-8.0% | $90,951+14.2% | $158,922-34.6% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 16.01% | 215.79%-199.8pp | 134.60%-118.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,872 | $4,128-6.2% | $3,373+14.8% | $5,982-35.3% |
| Admin fee / account holder | $759 | $8,041-90.6% | $5,959-87.3% | $11,246-93.2% |