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 | $77,138 | $101,069-23.7% | $81,478-5.3% | $147,584-47.7% |
| Participation rate | 95.0% | 74.5%+20.5pp | 68.0%+27.0pp | 82.8%+12.2pp |
| Annual return | 13.89% | 32.40%-18.5pp | 38.78%-24.9pp | 578.55%-564.7pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,641 | $4,242-61.3% | $3,537-53.6% | $5,439-69.8% |
| Admin fee / account holder | $8,824 | $5,812+51.8% | $4,561+93.5% | $10,885-18.9% |