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 | $34,697 | $177,572-80.5% | $154,803-77.6% | $142,382-75.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 18.86% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $588 | $4,810-87.8% | $4,305-86.3% | $4,299-86.3% |
| Participant deferral / active EE | $4,243 | $6,272-32.4% | $5,540-23.4% | $6,507-34.8% |
| Admin fee / account holder | $1,003 | $16,786-94.0% | $14,329-93.0% | $12,624-92.1% |