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 8-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 | $29,955 | $105,126-71.5% | $94,646-68.4% | $139,434-78.5% |
| Participation rate | 85.0% | 82.4%+2.6pp | 80.8%+4.2pp | 80.3%+4.7pp |
| Annual return | 37.20% | 38.03%-0.8pp | 156.71%-119.5pp | 372.94%-335.7pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,890 | $7,599-22.5% | $7,418-20.6% | $6,710-12.2% |
| Admin fee / account holder | $3,407 | $8,984-62.1% | $7,231-52.9% | $11,403-70.1% |