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 | $38,053 | $154,117-75.3% | $129,995-70.7% | $139,434-72.7% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 17.64% | 32.48%-14.8pp | -137.18%+154.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,014 | $6,710-10.4% | $5,820+3.3% | $6,710-10.4% |
| Admin fee / account holder | $5,135 | $14,007-63.3% | $10,614-51.6% | $11,403-55.0% |