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 5-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 | $71,421 | $148,978-52.1% | $200,582-64.4% | $84,808-15.8% |
| Participation rate | 78.7% | 84.2%-5.5pp | 86.9%-8.2pp | 68.3%+10.4pp |
| Annual return | 17.39% | 28.16%-10.8pp | 42.33%-24.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,127 | $7,142-14.2% | $9,331-34.3% | $4,212+45.5% |
| Admin fee / account holder | $7,521 | $13,977-46.2% | $16,305-53.9% | $7,344+2.4% |