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 | $18,101 | $80,717-77.6% | $154,803-88.3% | $84,808-78.7% |
| Participation rate | 87.0% | 66.8%+20.1pp | 78.1%+8.9pp | 68.3%+18.6pp |
| Annual return | 42.87% | 37.96%+4.9pp | 58.88%-16.0pp | 40.90%+2.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,459 | $3,303+65.3% | $5,540-1.5% | $4,212+29.6% |
| Admin fee / account holder | $1,558 | $6,746-76.9% | $14,329-89.1% | $7,344-78.8% |