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 | $132,886 | $89,355+48.7% | $141,162-5.9% | $72,985+82.1% |
| Participation rate | 79.4% | 75.1%+4.3pp | 82.5%-3.1pp | 69.5%+9.9pp |
| Annual return | 25.48% | 111.85%-86.4pp | 71.39%-45.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $594 | $3,114-80.9% | $4,735-87.4% | $2,440-75.6% |
| Participant deferral / active EE | $4,963 | $5,418-8.4% | $6,709-26.0% | $3,607+37.6% |
| Admin fee / account holder | $746 | $5,958-87.5% | $10,261-92.7% | $5,124-85.5% |