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 6-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 | $40,632 | $60,022-32.3% | $88,946-54.3% | $84,808-52.1% |
| Participation rate | 91.8% | 57.8%+34.0pp | 68.8%+23.0pp | 68.3%+23.5pp |
| Annual return | 38.21% | 22.43%+15.8pp | 57.82%-19.6pp | 40.90%-2.7pp |
| Employer contribution / active EE | $34 | $1,703-98.0% | $2,555-98.7% | $2,631-98.7% |
| Participant deferral / active EE | $13,937 | $3,114+347.6% | $4,581+204.2% | $4,212+230.9% |
| Admin fee / account holder | $1,620 | $4,811-66.3% | $8,261-80.4% | $7,344-77.9% |