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 | $70,228 | $177,572-60.5% | $154,803-54.6% | $142,382-50.7% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 19.04% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $677 | $4,810-85.9% | $4,305-84.3% | $4,299-84.3% |
| Participant deferral / active EE | $3,437 | $6,272-45.2% | $5,540-38.0% | $6,507-47.2% |
| Admin fee / account holder | $1,088 | $16,786-93.5% | $14,329-92.4% | $12,624-91.4% |