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 | $15,232 | $54,762-72.2% | $90,281-83.1% | $72,985-79.1% |
| Participation rate | 83.3% | 65.1%+18.2pp | 73.3%+10.1pp | 69.5%+13.8pp |
| Annual return | 25.77% | 30.63%-4.9pp | 78.10%-52.3pp | 81.00%-55.2pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,038 | $2,887-29.4% | $3,885-47.5% | $3,607-43.5% |
| Admin fee / account holder | $641 | $3,972-83.9% | $5,351-88.0% | $5,124-87.5% |