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 | $109,340 | $89,753+21.8% | $107,525+1.7% | $84,808+28.9% |
| Participation rate | 87.8% | 68.1%+19.7pp | 75.1%+12.7pp | 68.3%+19.4pp |
| Annual return | 15.87% | 29.48%-13.6pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | -$96 | $3,113-103.1% | $3,754-102.6% | $2,631-103.6% |
| Participant deferral / active EE | $7,259 | $4,056+79.0% | $5,116+41.9% | $4,212+72.4% |
| Admin fee / account holder | $5,062 | $7,222-29.9% | $8,919-43.2% | $7,344-31.1% |