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 | $55,733 | $99,985-44.3% | $146,665-62.0% | $85,850-35.1% |
| Participation rate | 86.4% | 73.1%+13.3pp | 80.1%+6.3pp | 69.3%+17.0pp |
| Annual return | 33.40% | 18.93%+14.5pp | 22.74%+10.7pp | 318.53%-285.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,387 | $4,006-40.4% | $5,506-56.7% | $3,952-39.6% |
| Admin fee / account holder | $1,504 | $7,702-80.5% | $10,280-85.4% | $6,260-76.0% |