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 | $95,623 | $124,281-23.1% | $109,143-12.4% | $167,490-42.9% |
| Participation rate | 72.7% | 79.4%-6.7pp | 75.9%-3.1pp | 82.1%-9.4pp |
| Annual return | 11.87% | 26.04%-14.2pp | 25.75%-13.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $581 | $4,207-86.2% | $3,722-84.4% | $4,837-88.0% |
| Participant deferral / active EE | $4,740 | $5,255-9.8% | $4,653+1.9% | $6,341-25.3% |
| Admin fee / account holder | $407 | $7,970-94.9% | $6,752-94.0% | $12,309-96.7% |