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 7-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 | $39,812 | $94,625-57.9% | $116,228-65.7% | $84,808-53.1% |
| Participation rate | 80.8% | 70.4%+10.3pp | 74.6%+6.2pp | 68.3%+12.5pp |
| Annual return | 17.15% | 20.40%-3.3pp | 90.06%-72.9pp | 40.90%-23.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,303 | $3,972-16.8% | $4,953-33.3% | $4,212-21.6% |
| Admin fee / account holder | $2,003 | $10,091-80.2% | $11,989-83.3% | $7,344-72.7% |