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 | $34,637 | $63,346-45.3% | $92,233-62.4% | $70,131-50.6% |
| Participation rate | 78.4% | 68.7%+9.7pp | 76.5%+1.9pp | 69.5%+8.8pp |
| Annual return | 17.40% | 530.12%-512.7pp | 176.28%-158.9pp | 73.14%-55.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,487 | $2,854-47.9% | $3,897-61.8% | $3,332-55.4% |
| Admin fee / account holder | $328 | $3,840-91.4% | $5,194-93.7% | $4,645-92.9% |