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 | $38,319 | $78,926-51.4% | $136,749-72.0% | $84,808-54.8% |
| Participation rate | 93.5% | 62.2%+31.4pp | 72.1%+21.4pp | 68.3%+25.2pp |
| Annual return | 13.78% | 18.17%-4.4pp | 24.33%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,413 | $3,168+228.7% | $4,692+121.9% | $4,212+147.2% |
| Admin fee / account holder | $6,948 | $6,369+9.1% | $11,386-39.0% | $7,344-5.4% |