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 9-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 | $43,089 | $86,929-50.4% | $102,423-57.9% | $80,856-46.7% |
| Participation rate | 79.7% | 72.4%+7.3pp | 76.5%+3.2pp | 67.6%+12.0pp |
| Annual return | 16.30% | 18.88%-2.6pp | 29.32%-13.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,111 | $4,118+72.7% | $5,053+40.7% | $4,296+65.5% |
| Admin fee / account holder | $1,330 | $8,049-83.5% | $9,451-85.9% | $6,918-80.8% |