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 | $36,691 | $109,881-66.6% | $150,045-75.5% | $84,808-56.7% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 22.08% | 28.25%-6.2pp | 62.55%-40.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,600 | $6,636+120.0% | $7,997+82.6% | $4,212+246.7% |
| Admin fee / account holder | $3,143 | $8,568-63.3% | $13,435-76.6% | $7,344-57.2% |