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 | $42,717 | $60,022-28.8% | $88,946-52.0% | $84,808-49.6% |
| Participation rate | 88.0% | 57.8%+30.2pp | 68.8%+19.2pp | 68.3%+19.7pp |
| Annual return | 20.83% | 22.43%-1.6pp | 57.82%-37.0pp | 40.90%-20.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,985 | $3,114+124.3% | $4,581+52.5% | $4,212+65.9% |
| Admin fee / account holder | $12,212 | $4,811+153.8% | $8,261+47.8% | $7,344+66.3% |