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 | $24,592 | $60,892-59.6% | $82,389-70.2% | $84,808-71.0% |
| Participation rate | 89.7% | 63.3%+26.4pp | 69.5%+20.1pp | 68.3%+21.3pp |
| Annual return | 17.76% | 37.29%-19.5pp | 28.67%-10.9pp | 40.90%-23.1pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,318 | $3,179+67.3% | $4,155+28.0% | $4,212+26.3% |
| Admin fee / account holder | $3,481 | $5,467-36.3% | $7,231-51.9% | $7,344-52.6% |