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 | $102,414 | $137,414-25.5% | $189,513-46.0% | $85,850+19.3% |
| Participation rate | 84.8% | 84.6%+0.2pp | 87.8%-3.0pp | 69.3%+15.5pp |
| Annual return | 18.15% | 38.14%-20.0pp | 555.15%-537.0pp | 318.53%-300.4pp |
| Employer contribution / active EE | $1,020 | $4,344-76.5% | $6,162-83.4% | $2,565-60.2% |
| Participant deferral / active EE | $5,903 | $6,260-5.7% | $8,221-28.2% | $3,952+49.4% |
| Admin fee / account holder | $14,198 | $8,630+64.5% | $12,045+17.9% | $6,260+126.8% |