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 | $38,704 | $55,706-30.5% | $75,886-49.0% | $72,985-47.0% |
| Participation rate | 72.1% | 61.1%+10.9pp | 69.3%+2.8pp | 69.5%+2.6pp |
| Annual return | 31.20% | 27.59%+3.6pp | 30.76%+0.4pp | 81.00%-49.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,026 | $2,634+14.9% | $3,603-16.0% | $3,607-16.1% |
| Admin fee / account holder | $3,249 | $3,978-18.3% | $5,418-40.0% | $5,124-36.6% |