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 8-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 | $32,261 | $157,256-79.5% | $141,162-77.1% | $152,861-78.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 27.37% | 64.32%-37.0pp | 71.39%-44.0pp | 345.32%-318.0pp |
| Employer contribution / active EE | $689 | $5,261-86.9% | $4,735-85.4% | $4,762-85.5% |
| Participant deferral / active EE | $6,967 | $7,109-2.0% | $6,709+3.8% | $5,850+19.1% |
| Admin fee / account holder | $490 | $12,120-96.0% | $10,261-95.2% | $11,596-95.8% |