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 4-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 | $33,144 | $109,881-69.8% | $150,045-77.9% | $84,808-60.9% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.3pp | 68.3%+18.4pp |
| Annual return | 21.64% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,238 | $6,636+69.4% | $7,997+40.5% | $4,212+166.8% |
| Admin fee / account holder | $1,598 | $8,568-81.4% | $13,435-88.1% | $7,344-78.2% |