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 | $58,906 | $118,680-50.4% | $98,907-40.4% | $158,922-62.9% |
| Participation rate | 86.4% | 77.8%+8.5pp | 76.0%+10.3pp | 82.0%+4.4pp |
| Annual return | 15.19% | 372.35%-357.2pp | 196.43%-181.2pp | 302.83%-287.6pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,029 | $5,088-60.1% | $4,244-52.2% | $5,982-66.1% |
| Admin fee / account holder | $450 | $10,131-95.6% | $6,642-93.2% | $11,246-96.0% |