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 | $113,079 | $78,705+43.7% | $117,854-4.1% | $70,131+61.2% |
| Participation rate | 84.6% | 73.2%+11.4pp | 79.7%+5.0pp | 69.5%+15.1pp |
| Annual return | 19.63% | 23.30%-3.7pp | 335.08%-315.4pp | 73.14%-53.5pp |
| Employer contribution / active EE | $248 | $2,223-88.9% | $3,786-93.5% | $2,342-89.4% |
| Participant deferral / active EE | $1,764 | $3,297-46.5% | $4,482-60.6% | $3,332-47.1% |
| Admin fee / account holder | $2,535 | $5,065-50.0% | $8,020-68.4% | $4,645-45.4% |