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 | $31,142 | $80,717-61.4% | $154,803-79.9% | $84,808-63.3% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 20.07% | 37.96%-17.9pp | 58.88%-38.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,526 | $3,303+158.1% | $5,540+53.9% | $4,212+102.4% |
| Admin fee / account holder | $4,071 | $6,746-39.7% | $14,329-71.6% | $7,344-44.6% |