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 | $27,253 | $93,170-70.7% | $100,534-72.9% | $84,808-67.9% |
| Participation rate | 95.0% | 75.8%+19.2pp | 80.6%+14.4pp | 68.3%+26.7pp |
| Annual return | 25.12% | 47.13%-22.0pp | 32.66%-7.5pp | 40.90%-15.8pp |
| Employer contribution / active EE | $0 | $3,985-100.0% | $4,346-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,832 | $5,699+55.0% | $6,144+43.8% | $4,212+109.7% |
| Admin fee / account holder | $2,408 | $7,382-67.4% | $7,654-68.5% | $7,344-67.2% |