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 4-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 | $54,369 | $95,803-43.2% | $113,168-52.0% | $84,808-35.9% |
| Participation rate | 97.7% | 72.9%+24.8pp | 76.6%+21.1pp | 68.3%+29.4pp |
| Annual return | 15.62% | 25.00%-9.4pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $522 | $2,360-77.9% | $2,975-82.5% | $2,631-80.2% |
| Participant deferral / active EE | $4,229 | $4,242-0.3% | $5,107-17.2% | $4,212+0.4% |
| Admin fee / account holder | $2,951 | $8,989-67.2% | $12,068-75.5% | $7,344-59.8% |