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 | $39,111 | $68,346-42.8% | $94,646-58.7% | $75,163-48.0% |
| Participation rate | 89.9% | 76.1%+13.8pp | 80.8%+9.1pp | 67.2%+22.7pp |
| Annual return | 23.68% | 616.93%-593.2pp | 156.71%-133.0pp | 160.62%-136.9pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $13,754 | $6,537+110.4% | $7,418+85.4% | $4,125+233.4% |
| Admin fee / account holder | $2,815 | $5,326-47.2% | $7,231-61.1% | $5,651-50.2% |