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 | $32,532 | $80,673-59.7% | $101,326-67.9% | $84,808-61.6% |
| Participation rate | 89.5% | 77.8%+11.7pp | 81.5%+8.0pp | 68.3%+21.2pp |
| Annual return | 64.18% | 38.95%+25.2pp | 36.82%+27.4pp | 40.90%+23.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,756 | $6,840-1.2% | $7,994-15.5% | $4,212+60.4% |
| Admin fee / account holder | $1,110 | $12,784-91.3% | $11,185-90.1% | $7,344-84.9% |