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 | $20,593 | $53,777-61.7% | $134,143-84.6% | $79,858-74.2% |
| Participation rate | 82.5% | 58.8%+23.7pp | 72.2%+10.3pp | 69.6%+12.8pp |
| Annual return | 25.77% | 19.01%+6.8pp | 36.33%-10.6pp | 31.71%-5.9pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,369 | $2,420-43.4% | $3,499-60.9% | $3,740-63.4% |
| Admin fee / account holder | $2,624 | $3,984-34.1% | $6,684-60.7% | $5,306-50.5% |