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 | $102,005 | $100,041+2.0% | $149,718-31.9% | $70,131+45.4% |
| Participation rate | 89.3% | 83.6%+5.7pp | 87.1%+2.2pp | 69.5%+19.7pp |
| Annual return | 14.20% | 27.43%-13.2pp | 1501.63%-1487.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $596 | $3,662-83.7% | $5,445-89.1% | $2,342-74.6% |
| Participant deferral / active EE | $7,243 | $4,983+45.4% | $6,569+10.3% | $3,332+117.4% |
| Admin fee / account holder | $11,662 | $8,286+40.7% | $11,283+3.4% | $4,645+151.0% |