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 | $44,272 | $77,503-42.9% | $100,391-55.9% | $80,856-45.2% |
| Participation rate | 88.9% | 76.9%+11.9pp | 81.5%+7.4pp | 67.6%+21.3pp |
| Annual return | 13.12% | 37.20%-24.1pp | 49.20%-36.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,436 | $6,820+67.7% | $8,082+41.5% | $4,296+166.2% |
| Admin fee / account holder | $3,046 | $5,897-48.3% | $7,899-61.4% | $6,918-56.0% |