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 | $44,807 | $58,208-23.0% | $81,812-45.2% | $80,856-44.6% |
| Participation rate | 85.1% | 63.4%+21.7pp | 72.3%+12.8pp | 67.6%+17.5pp |
| Annual return | 12.12% | 41.66%-29.5pp | 773.79%-761.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $9 | $2,340-99.6% | $2,912-99.7% | $2,755-99.7% |
| Participant deferral / active EE | $3,186 | $3,281-2.9% | $4,319-26.2% | $4,296-25.8% |
| Admin fee / account holder | $9,184 | $4,981+84.4% | $7,386+24.3% | $6,918+32.8% |