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 | $28,616 | $96,557-70.4% | $80,975-64.7% | $273,961-89.6% |
| Participation rate | 81.8% | 79.1%+2.7pp | 75.8%+6.0pp | 83.0%-1.2pp |
| Annual return | 5.99% | 15.14%-9.1pp | 17.10%-11.1pp | 41.45%-35.5pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $13,577 | $6,598+105.8% | $5,696+138.3% | $5,287+156.8% |
| Admin fee / account holder | $9,629 | $7,492+28.5% | $5,516+74.6% | $10,132-5.0% |