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 | $47,985 | $113,339-57.7% | $94,993-49.5% | $147,584-67.5% |
| Participation rate | 85.7% | 78.0%+7.7pp | 73.9%+11.8pp | 82.8%+2.9pp |
| Annual return | 17.36% | 20.77%-3.4pp | 27.12%-9.8pp | 578.55%-561.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,901 | $3,777-49.7% | $3,317-42.7% | $5,439-65.0% |
| Admin fee / account holder | $8,304 | $6,063+37.0% | $4,960+67.4% | $10,885-23.7% |