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 | $36,927 | $65,041-43.2% | $90,951-59.4% | $79,858-53.8% |
| Participation rate | 83.3% | 61.6%+21.7pp | 69.0%+14.3pp | 69.6%+13.7pp |
| Annual return | 14.38% | 30.45%-16.1pp | 134.60%-120.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,105 | $2,512-16.2% | $3,373-37.6% | $3,740-43.7% |
| Admin fee / account holder | $2,901 | $4,536-36.0% | $5,959-51.3% | $5,306-45.3% |