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 | $21,412 | $80,673-73.5% | $101,326-78.9% | $84,808-74.8% |
| Participation rate | 96.2% | 77.8%+18.4pp | 81.5%+14.7pp | 68.3%+27.8pp |
| Annual return | 14.79% | 38.95%-24.2pp | 36.82%-22.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,867 | $6,840+15.0% | $7,994-1.6% | $4,212+86.8% |
| Admin fee / account holder | $9,760 | $12,784-23.7% | $11,185-12.7% | $7,344+32.9% |