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 | $51,487 | $60,892-15.4% | $82,389-37.5% | $84,808-39.3% |
| Participation rate | 93.5% | 63.3%+30.3pp | 69.5%+24.0pp | 68.3%+25.2pp |
| Annual return | 15.39% | 37.29%-21.9pp | 28.67%-13.3pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,695 | $3,179+110.6% | $4,155+61.2% | $4,212+59.0% |
| Admin fee / account holder | $9,094 | $5,467+66.3% | $7,231+25.8% | $7,344+23.8% |