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 | $67,001 | $71,050-5.7% | $93,606-28.4% | $80,856-17.1% |
| Participation rate | 97.1% | 60.4%+36.7pp | 68.7%+28.4pp | 67.6%+29.5pp |
| Annual return | 11.49% | 11.26%+0.2pp | 133.20%-121.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $325 | $1,564-79.2% | $2,420-86.6% | $2,755-88.2% |
| Participant deferral / active EE | $4,603 | $4,034+14.1% | $4,411+4.3% | $4,296+7.1% |
| Admin fee / account holder | $1,222 | $6,945-82.4% | $8,285-85.3% | $6,918-82.3% |