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 5-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 | $65,577 | $105,126-37.6% | $94,646-30.7% | $139,434-53.0% |
| Participation rate | 93.3% | 82.4%+11.0pp | 80.8%+12.5pp | 80.3%+13.0pp |
| Annual return | 16.78% | 38.03%-21.2pp | 156.71%-139.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $13,942 | $7,599+83.5% | $7,418+88.0% | $6,710+107.8% |
| Admin fee / account holder | $5,888 | $8,984-34.5% | $7,231-18.6% | $11,403-48.4% |