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 | $36,363 | $77,634-53.2% | $156,549-76.8% | $62,891-42.2% |
| Participation rate | 92.9% | 71.2%+21.7pp | 84.0%+8.8pp | 69.3%+23.6pp |
| Annual return | 6.28% | 50.32%-44.0pp | 32.23%-25.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,518 | $3,045-17.3% | $4,871-48.3% | $3,203-21.4% |
| Admin fee / account holder | $2,884 | $5,561-48.1% | $13,027-77.9% | $4,296-32.9% |