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 9-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 | $28,366 | $70,475-59.8% | $100,516-71.8% | $79,858-64.5% |
| Participation rate | 71.4% | 73.7%-2.2pp | 79.4%-8.0pp | 69.6%+1.8pp |
| Annual return | 15.20% | 21.90%-6.7pp | 30.89%-15.7pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,940 | $5,181+111.2% | $6,270+74.5% | $3,740+192.5% |
| Admin fee / account holder | $7,774 | $4,478+73.6% | $8,081-3.8% | $5,306+46.5% |