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 | $55,234 | $138,347-60.1% | $184,203-70.0% | $80,856-31.7% |
| Participation rate | 89.3% | 83.9%+5.4pp | 86.8%+2.5pp | 67.6%+21.6pp |
| Annual return | 14.33% | 20.02%-5.7pp | 28.81%-14.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,315 | $7,071+74.2% | $9,131+34.9% | $4,296+186.7% |
| Admin fee / account holder | $6,353 | $10,483-39.4% | $13,901-54.3% | $6,918-8.2% |