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 6-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 | $49,142 | $109,881-55.3% | $150,045-67.2% | $84,808-42.1% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 18.69% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $443 | $3,561-87.6% | $4,693-90.6% | $2,631-83.2% |
| Participant deferral / active EE | $13,771 | $6,636+107.5% | $7,997+72.2% | $4,212+227.0% |
| Admin fee / account holder | $9,803 | $8,568+14.4% | $13,435-27.0% | $7,344+33.5% |