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 4-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 | $36,238 | $100,923-64.1% | $150,045-75.8% | $74,304-51.2% |
| Participation rate | 87.0% | 70.1%+17.0pp | 82.3%+4.7pp | 60.3%+26.7pp |
| Annual return | 26.31% | 51.77%-25.5pp | 62.55%-36.2pp | 29.43%-3.1pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $10,077 | $6,709+50.2% | $7,997+26.0% | $3,767+167.5% |
| Admin fee / account holder | $3,092 | $2,767+11.7% | $13,435-77.0% | $2,969+4.1% |