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 7-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 | $28,371 | $80,673-64.8% | $101,326-72.0% | $84,808-66.5% |
| Participation rate | 92.5% | 77.8%+14.7pp | 81.5%+11.0pp | 68.3%+24.2pp |
| Annual return | 25.50% | 38.95%-13.5pp | 36.82%-11.3pp | 40.90%-15.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,902 | $6,840+74.0% | $7,994+48.9% | $4,212+182.6% |
| Admin fee / account holder | $4,974 | $12,784-61.1% | $11,185-55.5% | $7,344-32.3% |