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 3-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 | $54,317 | $127,065-57.3% | $113,168-52.0% | $142,382-61.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 28.65% | 24.03%+4.6pp | 24.27%+4.4pp | 217.08%-188.4pp |
| Employer contribution / active EE | -$5,757 | $3,442-267.2% | $2,975-293.5% | $4,299-233.9% |
| Participant deferral / active EE | $16,433 | $5,716+187.5% | $5,107+221.8% | $6,507+152.5% |
| Admin fee / account holder | $2,045 | $15,736-87.0% | $12,068-83.1% | $12,624-83.8% |