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 | $34,989 | $106,584-67.2% | $101,326-65.5% | $142,382-75.4% |
| Participation rate | 79.2% | 82.7%-3.5pp | 81.5%-2.3pp | 80.1%-1.0pp |
| Annual return | 17.31% | 36.93%-19.6pp | 36.82%-19.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,270 | $8,297+35.8% | $7,994+41.0% | $6,507+73.2% |
| Admin fee / account holder | $23,924 | $11,446+109.0% | $11,185+113.9% | $12,624+89.5% |