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 | $23,420 | $106,584-78.0% | $101,326-76.9% | $142,382-83.6% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 13.40% | 36.93%-23.5pp | 36.82%-23.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,575 | $8,297-32.8% | $7,994-30.3% | $6,507-14.3% |
| Admin fee / account holder | $10,124 | $11,446-11.6% | $11,185-9.5% | $12,624-19.8% |