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 6-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 | $42,262 | $77,503-45.5% | $100,391-57.9% | $80,856-47.7% |
| Participation rate | 87.7% | 76.9%+10.8pp | 81.5%+6.2pp | 67.6%+20.1pp |
| Annual return | 41.61% | 37.20%+4.4pp | 49.20%-7.6pp | 35.59%+6.0pp |
| Employer contribution / active EE | $24 | $2,801-99.1% | $3,942-99.4% | $2,755-99.1% |
| Participant deferral / active EE | $14,167 | $6,820+107.7% | $8,082+75.3% | $4,296+229.8% |
| Admin fee / account holder | $2,860 | $5,897-51.5% | $7,899-63.8% | $6,918-58.7% |