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 | $26,952 | $106,584-74.7% | $101,326-73.4% | $142,382-81.1% |
| Participation rate | 84.2% | 82.7%+1.5pp | 81.5%+2.7pp | 80.1%+4.1pp |
| Annual return | 13.21% | 36.93%-23.7pp | 36.82%-23.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,489 | $8,297+14.4% | $7,994+18.7% | $6,507+45.8% |
| Admin fee / account holder | $14,372 | $11,446+25.6% | $11,185+28.5% | $12,624+13.9% |