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 | $29,792 | $109,881-72.9% | $150,045-80.1% | $84,808-64.9% |
| Participation rate | 86.6% | 76.1%+10.5pp | 82.3%+4.2pp | 68.3%+18.3pp |
| Annual return | 48.70% | 28.25%+20.5pp | 62.55%-13.8pp | 40.90%+7.8pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,884 | $6,636+64.0% | $7,997+36.1% | $4,212+158.4% |
| Admin fee / account holder | $2,364 | $8,568-72.4% | $13,435-82.4% | $7,344-67.8% |