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 | $59,870 | $104,974-43.0% | $95,585-37.4% | $142,382-58.0% |
| Participation rate | 94.4% | 75.0%+19.5pp | 72.1%+22.4pp | 80.1%+14.3pp |
| Annual return | 16.70% | 210.33%-193.6pp | 38.56%-21.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $13,142 | $4,352+202.0% | $4,023+226.7% | $6,507+102.0% |
| Admin fee / account holder | $819 | $6,386-87.2% | $6,127-86.6% | $12,624-93.5% |