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 | $27,267 | $114,381-76.2% | $107,525-74.6% | $142,382-80.8% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 14.35% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $720 | $4,015-82.1% | $3,754-80.8% | $4,299-83.3% |
| Participant deferral / active EE | $3,099 | $5,564-44.3% | $5,116-39.4% | $6,507-52.4% |
| Admin fee / account holder | $1,227 | $9,860-87.6% | $8,919-86.2% | $12,624-90.3% |