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 | $97,583 | $78,672+24.0% | $109,143-10.6% | $85,850+13.7% |
| Participation rate | 90.0% | 68.3%+21.7pp | 75.9%+14.1pp | 69.3%+20.7pp |
| Annual return | 15.52% | 25.09%-9.6pp | 25.75%-10.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | -$8 | $2,735-100.3% | $3,722-100.2% | $2,565-100.3% |
| Participant deferral / active EE | $3,641 | $3,467+5.0% | $4,653-21.8% | $3,952-7.9% |
| Admin fee / account holder | $3,312 | $5,469-39.4% | $6,752-50.9% | $6,260-47.1% |