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 | $49,466 | $106,584-53.6% | $101,326-51.2% | $142,382-65.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 49.12% | 36.93%+12.2pp | 36.82%+12.3pp | 217.08%-168.0pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $15,724 | $8,297+89.5% | $7,994+96.7% | $6,507+141.6% |
| Admin fee / account holder | $1,785 | $11,446-84.4% | $11,185-84.0% | $12,624-85.9% |