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 | $45,399 | $80,673-43.7% | $101,326-55.2% | $84,808-46.5% |
| Participation rate | 93.8% | 77.8%+16.0pp | 81.5%+12.3pp | 68.3%+25.4pp |
| Annual return | 26.64% | 38.95%-12.3pp | 36.82%-10.2pp | 40.90%-14.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,271 | $6,840+108.6% | $7,994+78.5% | $4,212+238.8% |
| Admin fee / account holder | $3,306 | $12,784-74.1% | $11,185-70.4% | $7,344-55.0% |