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 | $26,851 | $179,726-85.1% | $156,263-82.8% | $142,382-81.1% |
| Participation rate | 81.0% | 82.1%-1.1pp | 78.9%+2.0pp | 80.1%+0.8pp |
| Annual return | 21.62% | 77.86%-56.2pp | 59.47%-37.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $865 | $5,069-82.9% | $4,333-80.0% | $4,299-79.9% |
| Participant deferral / active EE | $2,862 | $6,956-58.9% | $6,158-53.5% | $6,507-56.0% |
| Admin fee / account holder | $475 | $17,272-97.3% | $14,255-96.7% | $12,624-96.2% |