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 | $32,198 | $62,132-48.2% | $185,823-82.7% | $73,488-56.2% |
| Participation rate | 73.8% | 67.8%+6.0pp | 78.0%-4.2pp | 70.7%+3.2pp |
| Annual return | 17.16% | 20.44%-3.3pp | 35.95%-18.8pp | 28.51%-11.4pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,565 | $3,711-30.9% | $5,632-54.4% | $3,740-31.4% |
| Admin fee / account holder | $1,502 | $419+258.8% | $9,500-84.2% | $513+192.8% |