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 | $21,273 | $80,717-73.6% | $154,803-86.3% | $84,808-74.9% |
| Participation rate | 90.2% | 66.8%+23.4pp | 78.1%+12.1pp | 68.3%+21.9pp |
| Annual return | 20.56% | 37.96%-17.4pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,593 | $3,303+311.5% | $5,540+145.3% | $4,212+222.7% |
| Admin fee / account holder | $4,827 | $6,746-28.4% | $14,329-66.3% | $7,344-34.3% |