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 | $43,391 | $56,897-23.7% | $84,750-48.8% | $62,891-31.0% |
| Participation rate | 98.0% | 68.5%+29.5pp | 76.6%+21.4pp | 69.3%+28.7pp |
| Annual return | 35.87% | 6.30%+29.6pp | 22.78%+13.1pp | 20.14%+15.7pp |
| Employer contribution / active EE | $186 | $2,400-92.3% | $3,574-94.8% | $2,281-91.9% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,764 | $3,581-50.7% | $5,332-66.9% | $4,296-58.9% |