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 | $41,439 | $127,386-67.5% | $115,037-64.0% | $125,391-67.0% |
| Participation rate | 73.7% | 84.2%-10.5pp | 81.4%-7.7pp | 83.2%-9.5pp |
| Annual return | 0.24% | 31.28%-31.0pp | 26.14%-25.9pp | 282.22%-282.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,505 | $6,423-61.0% | $6,026-58.4% | $5,352-53.2% |
| Admin fee / account holder | $7,349 | $9,516-22.8% | $8,175-10.1% | $9,540-23.0% |