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 | $38,259 | $81,208-52.9% | $98,907-61.3% | $79,858-52.1% |
| Participation rate | 73.0% | 72.5%+0.5pp | 76.0%-3.1pp | 69.6%+3.3pp |
| Annual return | 16.14% | 60.99%-44.8pp | 196.43%-180.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,546 | $3,265-52.6% | $4,244-63.6% | $3,740-58.7% |
| Admin fee / account holder | $408 | $6,013-93.2% | $6,642-93.9% | $5,306-92.3% |