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 | $15,240 | $49,915-69.5% | $154,803-90.2% | $74,304-79.5% |
| Participation rate | 87.3% | 54.0%+33.4pp | 78.1%+9.2pp | 60.3%+27.0pp |
| Annual return | 28.09% | 34.06%-6.0pp | 58.88%-30.8pp | 29.43%-1.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,119 | $2,255+127.1% | $5,540-7.6% | $3,767+35.9% |
| Admin fee / account holder | $3,273 | $2,189+49.5% | $14,329-77.2% | $2,969+10.3% |