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 | $34,197 | $98,750-65.4% | $149,696-77.2% | $79,858-57.2% |
| Participation rate | 72.3% | 75.8%-3.5pp | 82.5%-10.2pp | 69.6%+2.7pp |
| Annual return | 61.13% | 27.43%+33.7pp | 276.60%-215.5pp | 31.71%+29.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,880 | $5,680+38.7% | $6,842+15.2% | $3,740+110.7% |
| Admin fee / account holder | $853 | $6,053-85.9% | $9,309-90.8% | $5,306-83.9% |