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 7-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 | $45,625 | $53,516-14.7% | $126,539-63.9% | $84,808-46.2% |
| Participation rate | 88.0% | 58.2%+29.8pp | 69.8%+18.2pp | 68.3%+19.7pp |
| Annual return | 17.95% | 58.34%-40.4pp | 425.95%-408.0pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,682 | $2,671+75.3% | $4,083+14.7% | $4,212+11.2% |
| Admin fee / account holder | $3,250 | $4,497-27.7% | $6,065-46.4% | $7,344-55.7% |