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 | $204,670 | $93,571+118.7% | $135,903+50.6% | $75,163+172.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.67% | 30.90%-12.2pp | 68.23%-49.6pp | 160.62%-141.9pp |
| Employer contribution / active EE | $330 | $3,537-90.7% | $4,856-93.2% | $2,670-87.7% |
| Participant deferral / active EE | $6,460 | $6,404+0.9% | $7,758-16.7% | $4,125+56.6% |
| Admin fee / account holder | $1,194 | $6,975-82.9% | $10,762-88.9% | $5,651-78.9% |