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 7-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 | $50,224 | $61,605-18.5% | $112,229-55.2% | $75,163-33.2% |
| Participation rate | 97.4% | 61.7%+35.8pp | 72.4%+25.0pp | 67.2%+30.2pp |
| Annual return | 22.40% | 28.47%-6.1pp | 30.20%-7.8pp | 160.62%-138.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,567 | $3,108+175.6% | $4,798+78.6% | $4,125+107.7% |
| Admin fee / account holder | $1,594 | $4,862-67.2% | $7,748-79.4% | $5,651-71.8% |