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 | $41,408 | $89,355-53.7% | $141,162-70.7% | $72,985-43.3% |
| Participation rate | 80.6% | 75.1%+5.5pp | 82.5%-1.9pp | 69.5%+11.1pp |
| Annual return | 31.22% | 111.85%-80.6pp | 71.39%-40.2pp | 81.00%-49.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,594 | $5,418+95.5% | $6,709+57.9% | $3,607+193.7% |
| Admin fee / account holder | $4,423 | $5,958-25.8% | $10,261-56.9% | $5,124-13.7% |