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 | $56,162 | $93,571-40.0% | $135,903-58.7% | $75,163-25.3% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 16.88% | 30.90%-14.0pp | 68.23%-51.4pp | 160.62%-143.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,569 | $6,404-59.9% | $7,758-66.9% | $4,125-37.7% |
| Admin fee / account holder | $2,379 | $6,975-65.9% | $10,762-77.9% | $5,651-57.9% |