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 | $21,531 | $80,673-73.3% | $101,326-78.8% | $84,808-74.6% |
| Participation rate | 81.5% | 77.8%+3.7pp | 81.5%0pp | 68.3%+13.2pp |
| Annual return | 27.86% | 38.95%-11.1pp | 36.82%-9.0pp | 40.90%-13.0pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,415 | $6,840-6.2% | $7,994-19.7% | $4,212+52.3% |
| Admin fee / account holder | $471 | $12,784-96.3% | $11,185-95.8% | $7,344-93.6% |