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 | $35,171 | $109,881-68.0% | $150,045-76.6% | $84,808-58.5% |
| Participation rate | 93.9% | 76.1%+17.8pp | 82.3%+11.6pp | 68.3%+25.6pp |
| Annual return | 47.60% | 28.25%+19.4pp | 62.55%-14.9pp | 40.90%+6.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,222 | $6,636+114.3% | $7,997+77.8% | $4,212+237.7% |
| Admin fee / account holder | $6,441 | $8,568-24.8% | $13,435-52.1% | $7,344-12.3% |