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 | $22,631 | $57,065-60.3% | $75,670-70.1% | $70,131-67.7% |
| Participation rate | 82.9% | 68.1%+14.8pp | 72.3%+10.5pp | 69.5%+13.3pp |
| Annual return | 12.37% | 23.57%-11.2pp | 27.34%-15.0pp | 73.14%-60.8pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,489 | $2,580-3.5% | $3,142-20.8% | $3,332-25.3% |
| Admin fee / account holder | $703 | $3,825-81.6% | $5,800-87.9% | $4,645-84.9% |