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 | $98,122 | $77,634+26.4% | $156,549-37.3% | $62,891+56.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.13% | 50.32%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $314 | $3,444-90.9% | $5,501-94.3% | $2,281-86.2% |
| Participant deferral / active EE | $16,086 | $3,045+428.2% | $4,871+230.2% | $3,203+402.2% |
| Admin fee / account holder | $666 | $5,561-88.0% | $13,027-94.9% | $4,296-84.5% |