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 5-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 | $107,155 | $51,175+109.4% | $70,515+52.0% | $75,163+42.6% |
| Participation rate | 77.8% | 60.9%+16.8pp | 68.3%+9.4pp | 67.2%+10.6pp |
| Annual return | 19.43% | 30.02%-10.6pp | 32.77%-13.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $318 | $1,826-82.6% | $2,973-89.3% | $2,670-88.1% |
| Participant deferral / active EE | $4,483 | $2,849+57.3% | $4,567-1.8% | $4,125+8.7% |
| Admin fee / account holder | $30,879 | $4,091+654.9% | $6,412+381.6% | $5,651+446.4% |