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 | $30,162 | $80,673-62.6% | $101,326-70.2% | $84,808-64.4% |
| Participation rate | 84.4% | 77.8%+6.6pp | 81.5%+2.9pp | 68.3%+16.1pp |
| Annual return | 19.56% | 38.95%-19.4pp | 36.82%-17.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $20,310 | $6,840+196.9% | $7,994+154.1% | $4,212+382.3% |
| Admin fee / account holder | $10,632 | $12,784-16.8% | $11,185-4.9% | $7,344+44.8% |