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 4-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 | $57,573 | $95,803-39.9% | $113,168-49.1% | $84,808-32.1% |
| Participation rate | 74.1% | 72.9%+1.2pp | 76.6%-2.5pp | 68.3%+5.8pp |
| Annual return | 14.94% | 25.00%-10.1pp | 24.27%-9.3pp | 40.90%-26.0pp |
| Employer contribution / active EE | $389 | $2,360-83.5% | $2,975-86.9% | $2,631-85.2% |
| Participant deferral / active EE | $3,888 | $4,242-8.3% | $5,107-23.9% | $4,212-7.7% |
| Admin fee / account holder | $853 | $8,989-90.5% | $12,068-92.9% | $7,344-88.4% |