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 | $57,565 | $48,795+18.0% | $65,493-12.1% | $84,808-32.1% |
| Participation rate | 81.8% | 67.0%+14.8pp | 73.1%+8.7pp | 68.3%+13.5pp |
| Annual return | 15.99% | 20.20%-4.2pp | 982.45%-966.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,195 | $2,928+111.5% | $3,961+56.4% | $4,212+47.1% |
| Admin fee / account holder | $1,499 | $3,877-61.3% | $5,028-70.2% | $7,344-79.6% |