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 | $101,138 | $110,257-8.3% | $96,544+4.8% | $139,434-27.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 41.51% | 26.32%+15.2pp | 25.84%+15.7pp | 372.94%-331.4pp |
| Employer contribution / active EE | $173 | $3,620-95.2% | $2,965-94.2% | $4,751-96.4% |
| Participant deferral / active EE | $4,333 | $5,548-21.9% | $4,851-10.7% | $6,710-35.4% |
| Admin fee / account holder | $1,384 | $11,591-88.1% | $8,252-83.2% | $11,403-87.9% |