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 | $30,047 | $53,127-43.4% | $86,590-65.3% | $70,131-57.2% |
| Participation rate | 73.4% | 65.3%+8.1pp | 73.5%-0.1pp | 69.5%+3.9pp |
| Annual return | 12.96% | 27.66%-14.7pp | 964.84%-951.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,957 | $2,696-27.4% | $3,609-45.8% | $3,332-41.2% |
| Admin fee / account holder | $1,664 | $3,585-53.6% | $4,906-66.1% | $4,645-64.2% |