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 8-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 | $32,733 | $110,257-70.3% | $96,544-66.1% | $139,434-76.5% |
| Participation rate | 70.6% | 78.1%-7.5pp | 76.0%-5.4pp | 80.3%-9.7pp |
| Annual return | 16.72% | 26.32%-9.6pp | 25.84%-9.1pp | 372.94%-356.2pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,250 | $5,548-59.4% | $4,851-53.6% | $6,710-66.5% |
| Admin fee / account holder | $501 | $11,591-95.7% | $8,252-93.9% | $11,403-95.6% |