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 | $77,084 | $101,069-23.7% | $81,478-5.4% | $147,584-47.8% |
| Participation rate | 85.7% | 74.5%+11.3pp | 68.0%+17.8pp | 82.8%+2.9pp |
| Annual return | 12.00% | 32.40%-20.4pp | 38.78%-26.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,568 | $4,242+54.8% | $3,537+85.7% | $5,439+20.8% |
| Admin fee / account holder | $18,577 | $5,812+219.6% | $4,561+307.3% | $10,885+70.7% |