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 5-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 | $23,074 | $159,901-85.6% | $146,958-84.3% | $145,922-84.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 10.82% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $916 | $5,286-82.7% | $4,933-81.4% | $4,660-80.3% |
| Participant deferral / active EE | $3,829 | $8,428-54.6% | $8,070-52.6% | $6,688-42.8% |
| Admin fee / account holder | $955 | $15,044-93.7% | $12,998-92.7% | $13,397-92.9% |