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 | $43,476 | $106,584-59.2% | $101,326-57.1% | $142,382-69.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.54% | 36.93%-20.4pp | 36.82%-20.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $56 | $3,956-98.6% | $3,665-98.5% | $4,299-98.7% |
| Participant deferral / active EE | $17,194 | $8,297+107.2% | $7,994+115.1% | $6,507+164.2% |
| Admin fee / account holder | $8,429 | $11,446-26.4% | $11,185-24.6% | $12,624-33.2% |