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 | $57,870 | $80,673-28.3% | $101,326-42.9% | $84,808-31.8% |
| Participation rate | 88.7% | 77.8%+10.9pp | 81.5%+7.2pp | 68.3%+20.4pp |
| Annual return | 21.04% | 38.95%-17.9pp | 36.82%-15.8pp | 40.90%-19.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,343 | $6,840+109.7% | $7,994+79.4% | $4,212+240.6% |
| Admin fee / account holder | $15,261 | $12,784+19.4% | $11,185+36.4% | $7,344+107.8% |