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 | $49,578 | $65,041-23.8% | $90,951-45.5% | $79,858-37.9% |
| Participation rate | 90.9% | 61.6%+29.3pp | 69.0%+21.9pp | 69.6%+21.3pp |
| Annual return | 15.53% | 30.45%-14.9pp | 134.60%-119.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,712 | $2,512+47.8% | $3,373+10.0% | $3,740-0.8% |
| Admin fee / account holder | $4,640 | $4,536+2.3% | $5,959-22.1% | $5,306-12.6% |