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 | $26,221 | $93,170-71.9% | $100,534-73.9% | $84,808-69.1% |
| Participation rate | 74.5% | 75.8%-1.4pp | 80.6%-6.1pp | 68.3%+6.2pp |
| Annual return | 16.06% | 47.13%-31.1pp | 32.66%-16.6pp | 40.90%-24.8pp |
| Employer contribution / active EE | $986 | $3,985-75.3% | $4,346-77.3% | $2,631-62.5% |
| Participant deferral / active EE | $2,926 | $5,699-48.6% | $6,144-52.4% | $4,212-30.5% |
| Admin fee / account holder | $511 | $7,382-93.1% | $7,654-93.3% | $7,344-93.0% |