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 | $55,153 | $80,717-31.7% | $154,803-64.4% | $84,808-35.0% |
| Participation rate | 86.0% | 66.8%+19.2pp | 78.1%+8.0pp | 68.3%+17.7pp |
| Annual return | 19.83% | 37.96%-18.1pp | 58.88%-39.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,675 | $3,303+192.9% | $5,540+74.6% | $4,212+129.7% |
| Admin fee / account holder | $9,311 | $6,746+38.0% | $14,329-35.0% | $7,344+26.8% |