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 | $54,347 | $80,673-32.6% | $101,326-46.4% | $84,808-35.9% |
| Participation rate | 95.2% | 77.8%+17.4pp | 81.5%+13.7pp | 68.3%+26.9pp |
| Annual return | 17.96% | 38.95%-21.0pp | 36.82%-18.9pp | 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 | $12,640 | $6,840+84.8% | $7,994+58.1% | $4,212+200.1% |
| Admin fee / account holder | $6,480 | $12,784-49.3% | $11,185-42.1% | $7,344-11.8% |