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 3-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 | $35,713 | $94,625-62.3% | $116,228-69.3% | $84,808-57.9% |
| Participation rate | 92.1% | 70.4%+21.7pp | 74.6%+17.6pp | 68.3%+23.8pp |
| Annual return | 24.96% | 20.40%+4.6pp | 90.06%-65.1pp | 40.90%-15.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $16,123 | $3,972+305.9% | $4,953+225.5% | $4,212+282.8% |
| Admin fee / account holder | $2,134 | $10,091-78.9% | $11,989-82.2% | $7,344-70.9% |