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 9-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 | $35,108 | $106,515-67.0% | $96,683-63.7% | $139,434-74.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 24.43% | 38.43%-14.0pp | 35.69%-11.3pp | 372.94%-348.5pp |
| Employer contribution / active EE | $325 | $4,103-92.1% | $3,737-91.3% | $4,751-93.2% |
| Participant deferral / active EE | $1,398 | $5,454-74.4% | $4,878-71.3% | $6,710-79.2% |
| Admin fee / account holder | $995 | $7,877-87.4% | $6,730-85.2% | $11,403-91.3% |