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 | $23,881 | $91,190-73.8% | $178,490-86.6% | $79,858-70.1% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 11.49% | 24.19%-12.7pp | 151.07%-139.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,996 | $3,236-38.3% | $5,202-61.6% | $3,740-46.6% |
| Admin fee / account holder | $1,391 | $6,751-79.4% | $13,984-90.1% | $5,306-73.8% |