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 | $27,646 | $104,907-73.6% | $84,611-67.3% | $152,861-81.9% |
| Participation rate | 87.5% | 74.8%+12.7pp | 68.2%+19.3pp | 82.4%+5.1pp |
| Annual return | 18.90% | 373.79%-354.9pp | 258.74%-239.8pp | 345.32%-326.4pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,448 | $4,688-5.1% | $3,899+14.1% | $5,850-24.0% |
| Admin fee / account holder | $1,512 | $6,241-75.8% | $4,912-69.2% | $11,596-87.0% |