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 8-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 | $21,560 | $95,266-77.4% | $82,389-73.8% | $142,382-84.9% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.5%+21.4pp | 80.1%+10.8pp |
| Annual return | 19.51% | 25.74%-6.2pp | 28.67%-9.2pp | 217.08%-197.6pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,237 | $4,809+92.1% | $4,155+122.3% | $6,507+42.0% |
| Admin fee / account holder | $4,554 | $8,563-46.8% | $7,231-37.0% | $12,624-63.9% |