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 7-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 | $19,797 | $57,016-65.3% | $84,966-76.7% | $80,856-75.5% |
| Participation rate | 72.2% | 56.3%+15.9pp | 67.5%+4.7pp | 67.6%+4.6pp |
| Annual return | 16.77% | 21.66%-4.9pp | 66.38%-49.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,921 | $3,110+26.1% | $4,519-13.2% | $4,296-8.7% |
| Admin fee / account holder | $1,249 | $4,980-74.9% | $6,149-79.7% | $6,918-81.9% |