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 | $29,397 | $70,475-58.3% | $100,516-70.8% | $79,858-63.2% |
| Participation rate | 90.3% | 73.7%+16.7pp | 79.4%+10.9pp | 69.6%+20.7pp |
| Annual return | 69.81% | 21.90%+47.9pp | 30.89%+38.9pp | 31.71%+38.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,918 | $5,181+130.0% | $6,270+90.1% | $3,740+218.7% |
| Admin fee / account holder | $3,885 | $4,478-13.2% | $8,081-51.9% | $5,306-26.8% |