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 | $43,437 | $60,892-28.7% | $82,389-47.3% | $84,808-48.8% |
| Participation rate | 94.1% | 63.3%+30.8pp | 69.5%+24.6pp | 68.3%+25.8pp |
| Annual return | 18.28% | 37.29%-19.0pp | 28.67%-10.4pp | 40.90%-22.6pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,668 | $3,179+109.8% | $4,155+60.5% | $4,212+58.3% |
| Admin fee / account holder | $2,704 | $5,467-50.5% | $7,231-62.6% | $7,344-63.2% |