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 | $65,298 | $179,726-63.7% | $156,263-58.2% | $142,382-54.1% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.9%+7.5pp | 80.1%+6.2pp |
| Annual return | 13.05% | 77.86%-64.8pp | 59.47%-46.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $56 | $5,069-98.9% | $4,333-98.7% | $4,299-98.7% |
| Participant deferral / active EE | $5,579 | $6,956-19.8% | $6,158-9.4% | $6,507-14.3% |
| Admin fee / account holder | $4,055 | $17,272-76.5% | $14,255-71.6% | $12,624-67.9% |