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 | $59,988 | $65,041-7.8% | $90,951-34.0% | $79,858-24.9% |
| Participation rate | 85.3% | 61.6%+23.7pp | 69.0%+16.3pp | 69.6%+15.7pp |
| Annual return | 12.71% | 30.45%-17.7pp | 134.60%-121.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,208 | $2,512-12.1% | $3,373-34.5% | $3,740-41.0% |
| Admin fee / account holder | $390 | $4,536-91.4% | $5,959-93.4% | $5,306-92.6% |