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 | $113,114 | $98,750+14.5% | $149,696-24.4% | $79,858+41.6% |
| Participation rate | 81.3% | 75.8%+5.5pp | 82.5%-1.2pp | 69.6%+11.6pp |
| Annual return | 15.00% | 27.43%-12.4pp | 276.60%-261.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,706 | $5,680+0.5% | $6,842-16.6% | $3,740+52.6% |
| Admin fee / account holder | $12,256 | $6,053+102.5% | $9,309+31.7% | $5,306+131.0% |