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 | $40,916 | $68,719-40.5% | $91,541-55.3% | $84,808-51.8% |
| Participation rate | 96.3% | 64.5%+31.8pp | 69.8%+26.5pp | 68.3%+28.0pp |
| Annual return | 19.26% | 19.12%+0.1pp | 20.50%-1.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,160 | $3,136+287.8% | $4,008+203.4% | $4,212+188.7% |
| Admin fee / account holder | $334 | $5,786-94.2% | $6,956-95.2% | $7,344-95.5% |