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 3-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 | $45,600 | $214,378-78.7% | $200,582-77.3% | $142,382-68.0% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 14.57% | 46.41%-31.8pp | 42.33%-27.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $964 | $6,841-85.9% | $6,419-85.0% | $4,299-77.6% |
| Participant deferral / active EE | $6,606 | $9,865-33.0% | $9,331-29.2% | $6,507+1.5% |
| Admin fee / account holder | $3,623 | $17,692-79.5% | $16,305-77.8% | $12,624-71.3% |