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 | $43,937 | $113,339-61.2% | $94,993-53.7% | $147,584-70.2% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 9.55% | 20.77%-11.2pp | 27.12%-17.6pp | 578.55%-569.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,077 | $3,777-45.0% | $3,317-37.4% | $5,439-61.8% |
| Admin fee / account holder | $8,760 | $6,063+44.5% | $4,960+76.6% | $10,885-19.5% |