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 | $77,065 | $89,355-13.8% | $141,162-45.4% | $72,985+5.6% |
| Participation rate | 84.1% | 75.1%+8.9pp | 82.5%+1.6pp | 69.5%+14.6pp |
| Annual return | 21.62% | 111.85%-90.2pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $588 | $3,114-81.1% | $4,735-87.6% | $2,440-75.9% |
| Participant deferral / active EE | $6,898 | $5,418+27.3% | $6,709+2.8% | $3,607+91.2% |
| Admin fee / account holder | $4,719 | $5,958-20.8% | $10,261-54.0% | $5,124-7.9% |