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 | $24,823 | $177,572-86.0% | $154,803-84.0% | $142,382-82.6% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 21.97% | 65.07%-43.1pp | 58.88%-36.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $746 | $4,810-84.5% | $4,305-82.7% | $4,299-82.6% |
| Participant deferral / active EE | $4,490 | $6,272-28.4% | $5,540-19.0% | $6,507-31.0% |
| Admin fee / account holder | $564 | $16,786-96.6% | $14,329-96.1% | $12,624-95.5% |