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 | $50,397 | $74,927-32.7% | $101,794-50.5% | $84,808-40.6% |
| Participation rate | 85.0% | 61.4%+23.6pp | 69.2%+15.8pp | 68.3%+16.7pp |
| Annual return | 22.37% | 18.70%+3.7pp | 30.53%-8.2pp | 40.90%-18.5pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,969 | $3,099+318.5% | $4,084+217.5% | $4,212+207.9% |
| Admin fee / account holder | $5,925 | $6,514-9.0% | $8,777-32.5% | $7,344-19.3% |