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 | $13,822 | $177,572-92.2% | $154,803-91.1% | $142,382-90.3% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 130.15% | 65.07%+65.1pp | 58.88%+71.3pp | 217.08%-86.9pp |
| Employer contribution / active EE | $359 | $4,810-92.5% | $4,305-91.7% | $4,299-91.6% |
| Participant deferral / active EE | $3,433 | $6,272-45.3% | $5,540-38.0% | $6,507-47.3% |
| Admin fee / account holder | $589 | $16,786-96.5% | $14,329-95.9% | $12,624-95.3% |