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 | $80,560 | $105,181-23.4% | $159,436-49.5% | $85,850-6.2% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.8%+10.4pp | 69.3%+23.9pp |
| Annual return | 15.32% | 45.07%-29.8pp | 263.57%-248.2pp | 318.53%-303.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $17,020 | $5,945+186.3% | $7,352+131.5% | $3,952+330.7% |
| Admin fee / account holder | $15,526 | $6,933+123.9% | $10,799+43.8% | $6,260+148.0% |