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 | $24,842 | $159,602-84.4% | $150,045-83.4% | $142,382-82.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 15.62% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $548 | $4,961-89.0% | $4,693-88.3% | $4,299-87.3% |
| Participant deferral / active EE | $2,767 | $8,310-66.7% | $7,997-65.4% | $6,507-57.5% |
| Admin fee / account holder | $348 | $14,846-97.7% | $13,435-97.4% | $12,624-97.2% |