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 9-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 | $29,072 | $157,256-81.5% | $141,162-79.4% | $152,861-81.0% |
| Participation rate | 76.2% | 84.8%-8.6pp | 82.5%-6.3pp | 82.4%-6.3pp |
| Annual return | 24.27% | 64.32%-40.1pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $722 | $5,261-86.3% | $4,735-84.8% | $4,762-84.8% |
| Participant deferral / active EE | $6,209 | $7,109-12.7% | $6,709-7.5% | $5,850+6.1% |
| Admin fee / account holder | $1,719 | $12,120-85.8% | $10,261-83.2% | $11,596-85.2% |