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 | $80,721 | $118,680-32.0% | $98,907-18.4% | $158,922-49.2% |
| Participation rate | 70.8% | 77.8%-7.0pp | 76.0%-5.2pp | 82.0%-11.1pp |
| Annual return | 16.29% | 372.35%-356.1pp | 196.43%-180.1pp | 302.83%-286.5pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,350 | $5,088-53.8% | $4,244-44.6% | $5,982-60.7% |
| Admin fee / account holder | $6,463 | $10,131-36.2% | $6,642-2.7% | $11,246-42.5% |