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 | $73,461 | $232,540-68.4% | $185,117-60.3% | $147,584-50.2% |
| Participation rate | 92.9% | 82.4%+10.5pp | 77.3%+15.6pp | 82.8%+10.0pp |
| Annual return | 12.42% | 43.03%-30.6pp | 40.50%-28.1pp | 578.55%-566.1pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,233 | $5,834+6.9% | $5,045+23.6% | $5,439+14.6% |
| Admin fee / account holder | $21,952 | $10,275+113.6% | $8,159+169.0% | $10,885+101.7% |