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 | $68,953 | $89,355-22.8% | $141,162-51.2% | $72,985-5.5% |
| Participation rate | 86.0% | 75.1%+10.9pp | 82.5%+3.5pp | 69.5%+16.5pp |
| Annual return | 22.47% | 111.85%-89.4pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,396 | $5,418-37.3% | $6,709-49.4% | $3,607-5.9% |
| Admin fee / account holder | $1,425 | $5,958-76.1% | $10,261-86.1% | $5,124-72.2% |