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 | $41,962 | $133,922-68.7% | $116,228-63.9% | $142,382-70.5% |
| Participation rate | 72.2% | 77.9%-5.6pp | 74.6%-2.3pp | 80.1%-7.9pp |
| Annual return | 15.51% | 147.76%-132.2pp | 90.06%-74.5pp | 217.08%-201.6pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,081 | $5,672-28.0% | $4,953-17.6% | $6,507-37.3% |
| Admin fee / account holder | $2,112 | $14,945-85.9% | $11,989-82.4% | $12,624-83.3% |