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 | $43,169 | $74,927-42.4% | $101,794-57.6% | $84,808-49.1% |
| Participation rate | 94.3% | 61.4%+32.9pp | 69.2%+25.1pp | 68.3%+26.0pp |
| Annual return | 19.15% | 18.70%+0.4pp | 30.53%-11.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $314 | $1,522-79.3% | $2,289-86.3% | $2,631-88.1% |
| Participant deferral / active EE | $2,615 | $3,099-15.6% | $4,084-36.0% | $4,212-37.9% |
| Admin fee / account holder | $2,000 | $6,514-69.3% | $8,777-77.2% | $7,344-72.8% |