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 | $123,954 | $123,793+0.1% | $177,821-30.3% | $79,858+55.2% |
| Participation rate | 89.3% | 84.7%+4.6pp | 87.7%+1.6pp | 69.6%+19.7pp |
| Annual return | 14.98% | 22.82%-7.8pp | 48.32%-33.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $927 | $4,095-77.4% | $5,918-84.3% | $2,471-62.5% |
| Participant deferral / active EE | $3,172 | $5,956-46.7% | $7,714-58.9% | $3,740-15.2% |
| Admin fee / account holder | $30,040 | $7,243+314.8% | $12,427+141.7% | $5,306+466.1% |