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 | $27,840 | $60,022-53.6% | $88,946-68.7% | $84,808-67.2% |
| Participation rate | 93.3% | 57.8%+35.5pp | 68.8%+24.5pp | 68.3%+25.0pp |
| Annual return | 14.66% | 22.43%-7.8pp | 57.82%-43.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $12 | $1,703-99.3% | $2,555-99.5% | $2,631-99.6% |
| Participant deferral / active EE | $6,136 | $3,114+97.1% | $4,581+33.9% | $4,212+45.7% |
| Admin fee / account holder | $951 | $4,811-80.2% | $8,261-88.5% | $7,344-87.1% |