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 | $50,799 | $228,332-77.8% | $185,823-72.7% | $158,922-68.0% |
| Participation rate | 90.0% | 82.3%+7.7pp | 78.0%+12.0pp | 82.0%+8.0pp |
| Annual return | 7.79% | 40.80%-33.0pp | 35.95%-28.2pp | 302.83%-295.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,992 | $6,415-37.8% | $5,632-29.1% | $5,982-33.3% |
| Admin fee / account holder | $16,853 | $11,864+42.1% | $9,500+77.4% | $11,246+49.9% |