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 | $65,660 | $80,673-18.6% | $101,326-35.2% | $84,808-22.6% |
| Participation rate | 93.9% | 77.8%+16.2pp | 81.5%+12.4pp | 68.3%+25.6pp |
| Annual return | 19.32% | 38.95%-19.6pp | 36.82%-17.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $18,471 | $6,840+170.0% | $7,994+131.1% | $4,212+338.6% |
| Admin fee / account holder | $6,033 | $12,784-52.8% | $11,185-46.1% | $7,344-17.8% |