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 | $65,243 | $77,899-16.2% | $149,673-56.4% | $75,163-13.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.01% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $13,983 | $3,411+309.9% | $5,680+146.2% | $4,125+239.0% |
| Admin fee / account holder | $4,929 | $5,956-17.2% | $13,210-62.7% | $5,651-12.8% |