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 8-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 | $22,178 | $63,355-65.0% | $91,989-75.9% | $72,985-69.6% |
| Participation rate | 97.1% | 72.5%+24.5pp | 78.6%+18.4pp | 69.5%+27.6pp |
| Annual return | 45.09% | 35.35%+9.7pp | 69.02%-23.9pp | 81.00%-35.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,290 | $4,883+151.7% | $5,923+107.5% | $3,607+240.7% |
| Admin fee / account holder | $664 | $4,668-85.8% | $7,743-91.4% | $5,124-87.0% |