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 | $39,085 | $106,584-63.3% | $101,326-61.4% | $142,382-72.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 81.5%+11.4pp | 80.1%+12.7pp |
| Annual return | 15.12% | 36.93%-21.8pp | 36.82%-21.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,712 | $8,297-43.2% | $7,994-41.1% | $6,507-27.6% |
| Admin fee / account holder | $5,258 | $11,446-54.1% | $11,185-53.0% | $12,624-58.3% |