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 4-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 | $45,075 | $80,717-44.2% | $154,803-70.9% | $84,808-46.9% |
| Participation rate | 84.0% | 66.8%+17.2pp | 78.1%+5.9pp | 68.3%+15.7pp |
| Annual return | 23.61% | 37.96%-14.3pp | 58.88%-35.3pp | 40.90%-17.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,080 | $3,303+296.0% | $5,540+136.1% | $4,212+210.6% |
| Admin fee / account holder | $7,805 | $6,746+15.7% | $14,329-45.5% | $7,344+6.3% |