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 | $28,826 | $107,452-73.2% | $91,541-68.5% | $142,382-79.8% |
| Participation rate | 84.2% | 75.1%+9.1pp | 69.8%+14.4pp | 80.1%+4.1pp |
| Annual return | 21.60% | 22.06%-0.5pp | 20.50%+1.1pp | 217.08%-195.5pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,100 | $4,754+91.4% | $4,008+127.0% | $6,507+39.8% |
| Admin fee / account holder | $5,606 | $8,834-36.5% | $6,956-19.4% | $12,624-55.6% |