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 | $49,254 | $80,673-38.9% | $101,326-51.4% | $84,808-41.9% |
| Participation rate | 90.0% | 77.8%+12.2pp | 81.5%+8.5pp | 68.3%+21.7pp |
| Annual return | 18.04% | 38.95%-20.9pp | 36.82%-18.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,623 | $6,840+69.9% | $7,994+45.4% | $4,212+176.0% |
| Admin fee / account holder | $2,960 | $12,784-76.8% | $11,185-73.5% | $7,344-59.7% |