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 | $28,759 | $53,127-45.9% | $86,590-66.8% | $70,131-59.0% |
| Participation rate | 97.0% | 65.3%+31.7pp | 73.5%+23.4pp | 69.5%+27.4pp |
| Annual return | 18.55% | 27.66%-9.1pp | 964.84%-946.3pp | 73.14%-54.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,389 | $2,696+137.0% | $3,609+77.0% | $3,332+91.8% |
| Admin fee / account holder | $1,839 | $3,585-48.7% | $4,906-62.5% | $4,645-60.4% |