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 6-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 | $24,876 | $148,534-83.3% | $135,903-81.7% | $139,434-82.2% |
| Participation rate | 78.3% | 83.9%-5.6pp | 81.9%-3.6pp | 80.3%-2.1pp |
| Annual return | 22.17% | 79.19%-57.0pp | 68.23%-46.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $9,074 | $8,100+12.0% | $7,758+17.0% | $6,710+35.2% |
| Admin fee / account holder | $799 | $12,400-93.6% | $10,762-92.6% | $11,403-93.0% |