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 6-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 | $35,486 | $94,625-62.5% | $116,228-69.5% | $84,808-58.2% |
| Participation rate | 86.0% | 70.4%+15.6pp | 74.6%+11.4pp | 68.3%+17.7pp |
| Annual return | 18.31% | 20.40%-2.1pp | 90.06%-71.7pp | 40.90%-22.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,310 | $3,972+134.4% | $4,953+88.0% | $4,212+121.0% |
| Admin fee / account holder | $2,786 | $10,091-72.4% | $11,989-76.8% | $7,344-62.1% |