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 | $64,655 | $77,503-16.6% | $100,391-35.6% | $80,856-20.0% |
| Participation rate | 93.5% | 76.9%+16.6pp | 81.5%+12.1pp | 67.6%+25.9pp |
| Annual return | 16.06% | 37.20%-21.1pp | 49.20%-33.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $20,691 | $6,820+203.4% | $8,082+156.0% | $4,296+381.7% |
| Admin fee / account holder | $17,171 | $5,897+191.2% | $7,899+117.4% | $6,918+148.2% |