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 | $40,112 | $64,307-37.6% | $57,343-30.0% | $125,391-68.0% |
| Participation rate | 71.4% | 78.6%-7.2pp | 75.1%-3.7pp | 83.2%-11.8pp |
| Annual return | 0.69% | 25.12%-24.4pp | 24.39%-23.7pp | 282.22%-281.5pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,525 | $3,848-8.4% | $3,162+11.5% | $5,352-34.1% |
| Admin fee / account holder | $680 | $5,242-87.0% | $3,356-79.7% | $9,540-92.9% |