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 | $43,836 | $85,766-48.9% | $136,294-67.8% | $70,131-37.5% |
| Participation rate | 92.6% | 74.2%+18.4pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 15.31% | 31.45%-16.1pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,809 | $5,051-44.4% | $6,247-55.0% | $3,332-15.7% |
| Admin fee / account holder | $12,107 | $5,420+123.4% | $9,243+31.0% | $4,645+160.6% |