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 | $34,771 | $100,923-65.5% | $150,045-76.8% | $74,304-53.2% |
| Participation rate | 80.7% | 70.1%+10.6pp | 82.3%-1.6pp | 60.3%+20.4pp |
| Annual return | 22.87% | 51.77%-28.9pp | 62.55%-39.7pp | 29.43%-6.6pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,877 | $6,709+32.3% | $7,997+11.0% | $3,767+135.6% |
| Admin fee / account holder | $1,617 | $2,767-41.5% | $13,435-88.0% | $2,969-45.5% |