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 | $43,336 | $54,705-20.8% | $71,209-39.1% | $84,808-48.9% |
| Participation rate | 87.0% | 64.1%+22.9pp | 73.8%+13.2pp | 68.3%+18.6pp |
| Annual return | 24.86% | 35.90%-11.0pp | 282.51%-257.7pp | 40.90%-16.0pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,574 | $3,030+281.9% | $4,175+177.2% | $4,212+174.8% |
| Admin fee / account holder | $1,510 | $4,863-69.0% | $5,349-71.8% | $7,344-79.4% |