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 | $153,850 | $98,750+55.8% | $149,696+2.8% | $79,858+92.7% |
| Participation rate | 78.3% | 75.8%+2.5pp | 82.5%-4.2pp | 69.6%+8.6pp |
| Annual return | 15.51% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $566 | $3,216-82.4% | $4,644-87.8% | $2,471-77.1% |
| Participant deferral / active EE | $7,837 | $5,680+38.0% | $6,842+14.5% | $3,740+109.5% |
| Admin fee / account holder | $26,792 | $6,053+342.6% | $9,309+187.8% | $5,306+404.9% |