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 | $60,386 | $106,584-43.3% | $101,326-40.4% | $142,382-57.6% |
| Participation rate | 91.3% | 82.7%+8.6pp | 81.5%+9.8pp | 80.1%+11.2pp |
| Annual return | 17.35% | 36.93%-19.6pp | 36.82%-19.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $16,093 | $8,297+94.0% | $7,994+101.3% | $6,507+147.3% |
| Admin fee / account holder | $8,987 | $11,446-21.5% | $11,185-19.7% | $12,624-28.8% |