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 | $145,092 | $137,414+5.6% | $189,513-23.4% | $85,850+69.0% |
| Participation rate | 89.8% | 84.6%+5.2pp | 87.8%+2.0pp | 69.3%+20.5pp |
| Annual return | 20.37% | 38.14%-17.8pp | 555.15%-534.8pp | 318.53%-298.2pp |
| Employer contribution / active EE | $702 | $4,344-83.8% | $6,162-88.6% | $2,565-72.6% |
| Participant deferral / active EE | $4,556 | $6,260-27.2% | $8,221-44.6% | $3,952+15.3% |
| Admin fee / account holder | $17,203 | $8,630+99.3% | $12,045+42.8% | $6,260+174.8% |