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 5-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 | $24,342 | $163,101-85.1% | $136,749-82.2% | $142,382-82.9% |
| Participation rate | 87.5% | 78.2%+9.3pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 22.27% | 27.54%-5.3pp | 24.33%-2.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $757 | $4,117-81.6% | $3,400-77.7% | $4,299-82.4% |
| Participant deferral / active EE | $3,345 | $5,585-40.1% | $4,692-28.7% | $6,507-48.6% |
| Admin fee / account holder | $652 | $14,318-95.4% | $11,386-94.3% | $12,624-94.8% |