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 | $28,841 | $106,584-72.9% | $101,326-71.5% | $142,382-79.7% |
| Participation rate | 95.0% | 82.7%+12.3pp | 81.5%+13.5pp | 80.1%+14.9pp |
| Annual return | 40.09% | 36.93%+3.2pp | 36.82%+3.3pp | 217.08%-177.0pp |
| Employer contribution / active EE | $50 | $3,956-98.7% | $3,665-98.6% | $4,299-98.8% |
| Participant deferral / active EE | $16,992 | $8,297+104.8% | $7,994+112.6% | $6,507+161.1% |
| Admin fee / account holder | $2,905 | $11,446-74.6% | $11,185-74.0% | $12,624-77.0% |