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 | $39,192 | $183,519-78.6% | $155,509-74.8% | $145,922-73.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 72.44% | 61.17%+11.3pp | 64.67%+7.8pp | 561.29%-488.9pp |
| Employer contribution / active EE | $981 | $5,313-81.5% | $4,672-79.0% | $4,660-79.0% |
| Participant deferral / active EE | $6,472 | $6,462+0.2% | $5,626+15.0% | $6,688-3.2% |
| Admin fee / account holder | $17,357 | $19,313-10.1% | $15,912+9.1% | $13,397+29.6% |