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 5-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 | $32,588 | $114,381-71.5% | $107,525-69.7% | $142,382-77.1% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 37.01% | 242.71%-205.7pp | 181.32%-144.3pp | 217.08%-180.1pp |
| Employer contribution / active EE | $88 | $4,015-97.8% | $3,754-97.7% | $4,299-98.0% |
| Participant deferral / active EE | $4,574 | $5,564-17.8% | $5,116-10.6% | $6,507-29.7% |
| Admin fee / account holder | $466 | $9,860-95.3% | $8,919-94.8% | $12,624-96.3% |