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 | $27,856 | $89,698-68.9% | $103,476-73.1% | $80,856-65.5% |
| Participation rate | 72.7% | 76.0%-3.2pp | 80.5%-7.8pp | 67.6%+5.1pp |
| Annual return | 30.65% | 22.78%+7.9pp | 23.90%+6.7pp | 35.59%-4.9pp |
| Employer contribution / active EE | $773 | $4,018-80.8% | $4,672-83.4% | $2,755-71.9% |
| Participant deferral / active EE | $6,404 | $5,456+17.4% | $6,623-3.3% | $4,296+49.1% |
| Admin fee / account holder | $5,342 | $6,768-21.1% | $9,413-43.2% | $6,918-22.8% |