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 | $41,249 | $95,803-56.9% | $113,168-63.6% | $84,808-51.4% |
| Participation rate | 71.0% | 72.9%-1.9pp | 76.6%-5.6pp | 68.3%+2.7pp |
| Annual return | 16.60% | 25.00%-8.4pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,583 | $4,242+8.0% | $5,107-10.2% | $4,212+8.8% |
| Admin fee / account holder | $5,387 | $8,989-40.1% | $12,068-55.4% | $7,344-26.6% |