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 | $35,143 | $109,881-68.0% | $150,045-76.6% | $84,808-58.6% |
| Participation rate | 97.1% | 76.1%+21.0pp | 82.3%+14.7pp | 68.3%+28.7pp |
| Annual return | 22.63% | 28.25%-5.6pp | 62.55%-39.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,932 | $6,636+79.8% | $7,997+49.2% | $4,212+183.3% |
| Admin fee / account holder | $675 | $8,568-92.1% | $13,435-95.0% | $7,344-90.8% |