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 | $105,583 | $105,181+0.4% | $159,436-33.8% | $85,850+23.0% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.8%-2.2pp | 69.3%+11.3pp |
| Annual return | 16.88% | 45.07%-28.2pp | 263.57%-246.7pp | 318.53%-301.7pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,500 | $5,945+9.3% | $7,352-11.6% | $3,952+64.5% |
| Admin fee / account holder | $3,733 | $6,933-46.2% | $10,799-65.4% | $6,260-40.4% |