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 | $64,258 | $142,405-54.9% | $115,157-44.2% | $152,861-58.0% |
| Participation rate | 92.3% | 82.4%+10.0pp | 75.9%+16.4pp | 82.4%+9.9pp |
| Annual return | 22.80% | 41.48%-18.7pp | 35.60%-12.8pp | 345.32%-322.5pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,165 | $5,164-58.1% | $4,168-48.1% | $5,850-63.0% |
| Admin fee / account holder | $3,593 | $8,462-57.5% | $7,088-49.3% | $11,596-69.0% |