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 | $43,011 | $58,512-26.5% | $84,015-48.8% | $72,985-41.1% |
| Participation rate | 95.0% | 61.2%+33.8pp | 69.0%+26.0pp | 69.5%+25.5pp |
| Annual return | 19.33% | 28.93%-9.6pp | 71.31%-52.0pp | 81.00%-61.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,273 | $2,394+36.8% | $3,239+1.1% | $3,607-9.3% |
| Admin fee / account holder | $1,440 | $4,569-68.5% | $6,101-76.4% | $5,124-71.9% |