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 | $41,496 | $93,571-55.7% | $135,903-69.5% | $75,163-44.8% |
| Participation rate | 85.2% | 75.2%+10.0pp | 81.9%+3.3pp | 67.2%+18.0pp |
| Annual return | 20.92% | 30.90%-10.0pp | 68.23%-47.3pp | 160.62%-139.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,275 | $6,404+13.6% | $7,758-6.2% | $4,125+76.4% |
| Admin fee / account holder | $5,926 | $6,975-15.0% | $10,762-44.9% | $5,651+4.9% |