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 | $25,710 | $64,480-60.1% | $81,382-68.4% | $80,856-68.2% |
| Participation rate | 96.4% | 63.9%+32.6pp | 69.5%+26.9pp | 67.6%+28.8pp |
| Annual return | 14.49% | 16.34%-1.8pp | 24.73%-10.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,579 | $3,094+242.0% | $3,883+172.5% | $4,296+146.3% |
| Admin fee / account holder | $3,716 | $5,671-34.5% | $5,768-35.6% | $6,918-46.3% |