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 | $80,320 | $227,553-64.7% | $189,557-57.6% | $167,490-52.0% |
| Participation rate | 70.8% | 82.5%-11.7pp | 78.4%-7.6pp | 82.1%-11.3pp |
| Annual return | 12.88% | 78.40%-65.5pp | 64.17%-51.3pp | 478.56%-465.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,823 | $7,002-31.1% | $6,174-21.9% | $6,341-23.9% |
| Admin fee / account holder | $20,060 | $11,878+68.9% | $9,807+104.5% | $12,309+63.0% |