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 | $78,936 | $103,376-23.6% | $87,100-9.4% | $152,861-48.4% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 23.13% | 28.10%-5.0pp | 28.19%-5.1pp | 345.32%-322.2pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,814 | $4,778-41.1% | $4,049-30.5% | $5,850-51.9% |
| Admin fee / account holder | $25,469 | $12,205+108.7% | $7,497+239.7% | $11,596+119.6% |