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 9-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 | $42,158 | $80,968-47.9% | $96,544-56.3% | $75,163-43.9% |
| Participation rate | 97.5% | 71.8%+25.7pp | 76.0%+21.5pp | 67.2%+30.3pp |
| Annual return | 28.75% | 27.06%+1.7pp | 25.84%+2.9pp | 160.62%-131.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $15,683 | $3,928+299.3% | $4,851+223.3% | $4,125+280.2% |
| Admin fee / account holder | $6,379 | $6,724-5.1% | $8,252-22.7% | $5,651+12.9% |