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 | $58,790 | $127,065-53.7% | $113,168-48.1% | $142,382-58.7% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 17.72% | 24.03%-6.3pp | 24.27%-6.5pp | 217.08%-199.4pp |
| Employer contribution / active EE | $751 | $3,442-78.2% | $2,975-74.8% | $4,299-82.5% |
| Participant deferral / active EE | $4,443 | $5,716-22.3% | $5,107-13.0% | $6,507-31.7% |
| Admin fee / account holder | $10,700 | $15,736-32.0% | $12,068-11.3% | $12,624-15.2% |