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 | $116,212 | $102,317+13.6% | $146,958-20.9% | $80,856+43.7% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.2%+8.0pp | 67.6%+22.6pp |
| Annual return | 15.94% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $736 | $3,713-80.2% | $4,933-85.1% | $2,755-73.3% |
| Participant deferral / active EE | $7,233 | $6,644+8.9% | $8,070-10.4% | $4,296+68.4% |
| Admin fee / account holder | $5,679 | $7,941-28.5% | $12,998-56.3% | $6,918-17.9% |