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 | $96,581 | $93,571+3.2% | $135,903-28.9% | $75,163+28.5% |
| Participation rate | 82.8% | 75.2%+7.6pp | 81.9%+0.9pp | 67.2%+15.6pp |
| Annual return | 24.63% | 30.90%-6.3pp | 68.23%-43.6pp | 160.62%-136.0pp |
| Employer contribution / active EE | $12 | $3,537-99.7% | $4,856-99.8% | $2,670-99.6% |
| Participant deferral / active EE | $16,423 | $6,404+156.4% | $7,758+111.7% | $4,125+298.1% |
| Admin fee / account holder | $2,198 | $6,975-68.5% | $10,762-79.6% | $5,651-61.1% |