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 | $89,793 | $79,171+13.4% | $102,423-12.3% | $74,495+20.5% |
| Participation rate | 82.4% | 74.8%+7.6pp | 76.5%+5.9pp | 67.2%+15.2pp |
| Annual return | 11.94% | 54.93%-43.0pp | 29.32%-17.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,823 | $4,415+9.2% | $5,053-4.6% | $4,346+11.0% |
| Admin fee / account holder | $11,262 | $2,001+462.9% | $9,451+19.2% | $1,942+480.0% |