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 | $21,137 | $72,012-70.6% | $185,823-88.6% | $79,858-73.5% |
| Participation rate | 90.5% | 65.8%+24.8pp | 78.0%+12.5pp | 69.6%+20.9pp |
| Annual return | 27.79% | 23.12%+4.7pp | 35.95%-8.2pp | 31.71%-3.9pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,297 | $3,779+93.1% | $5,632+29.6% | $3,740+95.1% |
| Admin fee / account holder | $1,111 | $4,513-75.4% | $9,500-88.3% | $5,306-79.1% |