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 | $67,077 | $117,983-43.1% | $101,794-34.1% | $142,382-52.9% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.2%+17.5pp | 80.1%+6.5pp |
| Annual return | 13.57% | 36.92%-23.3pp | 30.53%-17.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,185 | $4,714-53.6% | $4,084-46.5% | $6,507-66.4% |
| Admin fee / account holder | $1,383 | $10,433-86.7% | $8,777-84.2% | $12,624-89.0% |