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 | $51,323 | $65,041-21.1% | $90,951-43.6% | $79,858-35.7% |
| Participation rate | 89.7% | 61.6%+28.0pp | 69.0%+20.6pp | 69.6%+20.0pp |
| Annual return | 13.45% | 30.45%-17.0pp | 134.60%-121.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,583 | $2,512-37.0% | $3,373-53.1% | $3,740-57.7% |
| Admin fee / account holder | $3,466 | $4,536-23.6% | $5,959-41.8% | $5,306-34.7% |