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 6-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 | $68,806 | $80,673-14.7% | $101,326-32.1% | $84,808-18.9% |
| Participation rate | 92.3% | 77.8%+14.5pp | 81.5%+10.8pp | 68.3%+24.0pp |
| Annual return | 29.18% | 38.95%-9.8pp | 36.82%-7.6pp | 40.90%-11.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,675 | $6,840+85.3% | $7,994+58.6% | $4,212+201.0% |
| Admin fee / account holder | $3,909 | $12,784-69.4% | $11,185-65.0% | $7,344-46.8% |