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 5-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 | $24,720 | $214,378-88.5% | $200,582-87.7% | $142,382-82.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 17.56% | 46.41%-28.8pp | 42.33%-24.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,343 | $6,841-80.4% | $6,419-79.1% | $4,299-68.8% |
| Participant deferral / active EE | $5,211 | $9,865-47.2% | $9,331-44.2% | $6,507-19.9% |
| Admin fee / account holder | $466 | $17,692-97.4% | $16,305-97.1% | $12,624-96.3% |