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 | $50,617 | $98,750-48.7% | $149,696-66.2% | $79,858-36.6% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.5%+12.5pp | 69.6%+25.4pp |
| Annual return | 62.80% | 27.43%+35.4pp | 276.60%-213.8pp | 31.71%+31.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,896 | $5,680+39.0% | $6,842+15.4% | $3,740+111.1% |
| Admin fee / account holder | $1,496 | $6,053-75.3% | $9,309-83.9% | $5,306-71.8% |