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 | $34,578 | $127,065-72.8% | $113,168-69.4% | $142,382-75.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 28.48% | 24.03%+4.5pp | 24.27%+4.2pp | 217.08%-188.6pp |
| Employer contribution / active EE | $783 | $3,442-77.3% | $2,975-73.7% | $4,299-81.8% |
| Participant deferral / active EE | $11,174 | $5,716+95.5% | $5,107+118.8% | $6,507+71.7% |
| Admin fee / account holder | $1,444 | $15,736-90.8% | $12,068-88.0% | $12,624-88.6% |