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 | $57,322 | $105,931-45.9% | $81,930-30.0% | $158,922-63.9% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.0%+13.7pp | 82.0%+3.8pp |
| Annual return | 8.32% | 38.17%-29.9pp | 29.49%-21.2pp | 302.83%-294.5pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,236 | $13,003-82.8% | $7,107-68.5% | $5,982-62.6% |
| Admin fee / account holder | $16,441 | $8,489+93.7% | $5,158+218.8% | $11,246+46.2% |