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 | $41,179 | $77,634-47.0% | $156,549-73.7% | $62,891-34.5% |
| Participation rate | 85.7% | 71.2%+14.5pp | 84.0%+1.7pp | 69.3%+16.4pp |
| Annual return | 5.90% | 50.32%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $42 | $3,444-98.8% | $5,501-99.2% | $2,281-98.1% |
| Participant deferral / active EE | $4,155 | $3,045+36.4% | $4,871-14.7% | $3,203+29.7% |
| Admin fee / account holder | $11,238 | $5,561+102.1% | $13,027-13.7% | $4,296+161.6% |