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 | $48,085 | $93,571-48.6% | $135,903-64.6% | $75,163-36.0% |
| Participation rate | 95.5% | 75.2%+20.3pp | 81.9%+13.5pp | 67.2%+28.3pp |
| Annual return | 22.06% | 30.90%-8.8pp | 68.23%-46.2pp | 160.62%-138.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,965 | $6,404-38.1% | $7,758-48.9% | $4,125-3.9% |
| Admin fee / account holder | $17,496 | $6,975+150.8% | $10,762+62.6% | $5,651+209.6% |