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 | $122,909 | $183,519-33.0% | $155,509-21.0% | $145,922-15.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 32.58% | 61.17%-28.6pp | 64.67%-32.1pp | 561.29%-528.7pp |
| Employer contribution / active EE | $252 | $5,313-95.2% | $4,672-94.6% | $4,660-94.6% |
| Participant deferral / active EE | $6,217 | $6,462-3.8% | $5,626+10.5% | $6,688-7.0% |
| Admin fee / account holder | $1,112 | $19,313-94.2% | $15,912-93.0% | $13,397-91.7% |