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 | $62,276 | $77,314-19.5% | $177,989-65.0% | $80,856-23.0% |
| Participation rate | 96.8% | 65.7%+31.1pp | 77.1%+19.7pp | 67.6%+29.1pp |
| Annual return | 11.22% | 18.09%-6.9pp | 294.48%-283.3pp | 35.59%-24.4pp |
| Employer contribution / active EE | $323 | $2,292-85.9% | $3,949-91.8% | $2,755-88.3% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $6,276-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,625 | $7,191-63.5% | $10,363-74.7% | $6,918-62.1% |