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 3-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 | $44,400 | $214,378-79.3% | $200,582-77.9% | $142,382-68.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 35.12% | 46.41%-11.3pp | 42.33%-7.2pp | 217.08%-182.0pp |
| Employer contribution / active EE | $859 | $6,841-87.4% | $6,419-86.6% | $4,299-80.0% |
| Participant deferral / active EE | $10,327 | $9,865+4.7% | $9,331+10.7% | $6,507+58.7% |
| Admin fee / account holder | $393 | $17,692-97.8% | $16,305-97.6% | $12,624-96.9% |