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 | $45,842 | $118,849-61.4% | $96,562-52.5% | $167,490-72.6% |
| Participation rate | 76.2% | 75.5%+0.7pp | 69.8%+6.4pp | 82.1%-5.9pp |
| Annual return | 12.90% | 50.49%-37.6pp | 37.78%-24.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,067 | $4,616-33.6% | $3,849-20.3% | $6,341-51.6% |
| Admin fee / account holder | $1,236 | $8,065-84.7% | $6,181-80.0% | $12,309-90.0% |