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 | $92,653 | $99,877-7.2% | $84,966+9.0% | $145,922-36.5% |
| Participation rate | 84.2% | 74.1%+10.1pp | 67.5%+16.7pp | 80.3%+3.9pp |
| Annual return | 11.48% | 83.76%-72.3pp | 66.38%-54.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $255 | $3,231-92.1% | $2,727-90.7% | $4,660-94.5% |
| Participant deferral / active EE | $3,150 | $5,291-40.5% | $4,519-30.3% | $6,688-52.9% |
| Admin fee / account holder | $2,690 | $7,248-62.9% | $6,149-56.2% | $13,397-79.9% |