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 | $47,140 | $80,673-41.6% | $101,326-53.5% | $84,808-44.4% |
| Participation rate | 89.8% | 77.8%+12.0pp | 81.5%+8.3pp | 68.3%+21.5pp |
| Annual return | 26.14% | 38.95%-12.8pp | 36.82%-10.7pp | 40.90%-14.8pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $17,164 | $6,840+150.9% | $7,994+114.7% | $4,212+307.5% |
| Admin fee / account holder | $7,769 | $12,784-39.2% | $11,185-30.5% | $7,344+5.8% |