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 | $81,767 | $111,754-26.8% | $103,333-20.9% | $145,922-44.0% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 18.88% | 24.77%-5.9pp | 24.88%-6.0pp | 561.29%-542.4pp |
| Employer contribution / active EE | $835 | $4,212-80.2% | $3,868-78.4% | $4,660-82.1% |
| Participant deferral / active EE | $6,415 | $5,619+14.2% | $5,057+26.9% | $6,688-4.1% |
| Admin fee / account holder | $1,034 | $9,750-89.4% | $8,355-87.6% | $13,397-92.3% |