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 | $35,874 | $183,519-80.5% | $155,509-76.9% | $145,922-75.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.99% | 61.17%-51.2pp | 64.67%-54.7pp | 561.29%-551.3pp |
| Employer contribution / active EE | $989 | $5,313-81.4% | $4,672-78.8% | $4,660-78.8% |
| Participant deferral / active EE | $2,640 | $6,462-59.1% | $5,626-53.1% | $6,688-60.5% |
| Admin fee / account holder | $519 | $19,313-97.3% | $15,912-96.7% | $13,397-96.1% |