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 7-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 | $75,717 | $183,519-58.7% | $155,509-51.3% | $145,922-48.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 15.87% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.4pp |
| Employer contribution / active EE | $665 | $5,313-87.5% | $4,672-85.8% | $4,660-85.7% |
| Participant deferral / active EE | $4,590 | $6,462-29.0% | $5,626-18.4% | $6,688-31.4% |
| Admin fee / account holder | $336 | $19,313-98.3% | $15,912-97.9% | $13,397-97.5% |