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 | $29,550 | $57,016-48.2% | $84,966-65.2% | $80,856-63.5% |
| Participation rate | 88.0% | 56.3%+31.7pp | 67.5%+20.5pp | 67.6%+20.4pp |
| Annual return | 44.29% | 21.66%+22.6pp | 66.38%-22.1pp | 35.59%+8.7pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,750 | $3,110+342.2% | $4,519+204.3% | $4,296+220.1% |
| Admin fee / account holder | $6,018 | $4,980+20.8% | $6,149-2.1% | $6,918-13.0% |