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 | $114,417 | $100,773+13.5% | $88,946+28.6% | $142,382-19.6% |
| Participation rate | 88.2% | 74.3%+13.9pp | 68.8%+19.4pp | 80.1%+8.1pp |
| Annual return | 18.23% | 70.18%-51.9pp | 57.82%-39.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $287 | $2,918-90.1% | $2,555-88.8% | $4,299-93.3% |
| Participant deferral / active EE | $3,624 | $5,230-30.7% | $4,581-20.9% | $6,507-44.3% |
| Admin fee / account holder | $10,176 | $9,693+5.0% | $8,261+23.2% | $12,624-19.4% |