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 5-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 | $58,561 | $80,673-27.4% | $101,326-42.2% | $84,808-30.9% |
| Participation rate | 98.0% | 77.8%+20.2pp | 81.5%+16.5pp | 68.3%+29.6pp |
| Annual return | 17.41% | 38.95%-21.5pp | 36.82%-19.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,178 | $6,840+48.8% | $7,994+27.3% | $4,212+141.7% |
| Admin fee / account holder | $2,322 | $12,784-81.8% | $11,185-79.2% | $7,344-68.4% |