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 | $35,629 | $93,571-61.9% | $135,903-73.8% | $75,163-52.6% |
| Participation rate | 76.2% | 75.2%+1.0pp | 81.9%-5.7pp | 67.2%+9.0pp |
| Annual return | 25.61% | 30.90%-5.3pp | 68.23%-42.6pp | 160.62%-135.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $14,228 | $6,404+122.2% | $7,758+83.4% | $4,125+244.9% |
| Admin fee / account holder | $2,196 | $6,975-68.5% | $10,762-79.6% | $5,651-61.1% |