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 | $39,490 | $94,625-58.3% | $116,228-66.0% | $84,808-53.4% |
| Participation rate | 75.9% | 70.4%+5.5pp | 74.6%+1.4pp | 68.3%+7.6pp |
| Annual return | 12.61% | 20.40%-7.8pp | 90.06%-77.5pp | 40.90%-28.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,218 | $3,972-44.2% | $4,953-55.2% | $4,212-47.3% |
| Admin fee / account holder | $408 | $10,091-96.0% | $11,989-96.6% | $7,344-94.4% |