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 | $38,579 | $100,901-61.8% | $75,670-49.0% | $147,584-73.9% |
| Participation rate | 80.0% | 77.1%+2.9pp | 72.3%+7.7pp | 82.8%-2.8pp |
| Annual return | 22.39% | 35.78%-13.4pp | 27.34%-5.0pp | 578.55%-556.2pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,772 | $4,027+117.8% | $3,142+179.1% | $5,439+61.3% |
| Admin fee / account holder | $660 | $11,285-94.1% | $5,800-88.6% | $10,885-93.9% |