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 | $53,967 | $83,902-35.7% | $167,512-67.8% | $84,808-36.4% |
| Participation rate | 97.5% | 66.5%+31.0pp | 77.1%+20.4pp | 68.3%+29.2pp |
| Annual return | 14.37% | 91.55%-77.2pp | 1615.79%-1601.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $220 | $2,264-90.3% | $3,882-94.3% | $2,631-91.6% |
| Participant deferral / active EE | $1,595 | $4,442-64.1% | $6,405-75.1% | $4,212-62.1% |
| Admin fee / account holder | $5,271 | $7,915-33.4% | $9,769-46.0% | $7,344-28.2% |