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 | $32,182 | $209,411-84.6% | $178,490-82.0% | $158,922-79.7% |
| Participation rate | 94.7% | 86.3%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 16.07% | 188.75%-172.7pp | 151.07%-135.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,057 | $5,706-81.5% | $5,011-78.9% | $4,761-77.8% |
| Participant deferral / active EE | $2,843 | $5,954-52.3% | $5,202-45.4% | $5,982-52.5% |
| Admin fee / account holder | $527 | $17,074-96.9% | $13,984-96.2% | $11,246-95.3% |