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 | $40,751 | $74,927-45.6% | $101,794-60.0% | $84,808-51.9% |
| Participation rate | 73.2% | 61.4%+11.8pp | 69.2%+4.0pp | 68.3%+4.9pp |
| Annual return | 15.98% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,510 | $3,099-51.3% | $4,084-63.0% | $4,212-64.1% |
| Admin fee / account holder | $1,031 | $6,514-84.2% | $8,777-88.3% | $7,344-86.0% |