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 | $151,159 | $115,770+30.6% | $101,248+49.3% | $158,922-4.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 8.42% | 56.14%-47.7pp | 46.47%-38.0pp | 302.83%-294.4pp |
| Employer contribution / active EE | $103 | $4,175-97.5% | $3,660-97.2% | $4,761-97.8% |
| Participant deferral / active EE | $4,110 | $4,957-17.1% | $4,370-6.0% | $5,982-31.3% |
| Admin fee / account holder | $16,542 | $7,245+128.3% | $5,945+178.2% | $11,246+47.1% |