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 6-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 | $73,243 | $58,851+24.5% | $115,157-36.4% | $72,985+0.4% |
| Participation rate | 97.8% | 65.5%+32.3pp | 75.9%+21.9pp | 69.5%+28.3pp |
| Annual return | 0.00% | 23.16%-23.2pp | 35.60%-35.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $190 | $1,798-89.4% | $3,179-94.0% | $2,440-92.2% |
| Participant deferral / active EE | $3,800 | $2,643+43.8% | $4,168-8.8% | $3,607+5.3% |
| Admin fee / account holder | $7,695 | $6,370+20.8% | $7,088+8.6% | $5,124+50.2% |