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 8-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 | $42,684 | $210,648-79.7% | $177,989-76.0% | $145,922-70.7% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 12.20% | 385.86%-373.7pp | 294.48%-282.3pp | 561.29%-549.1pp |
| Employer contribution / active EE | $499 | $4,565-89.1% | $3,949-87.4% | $4,660-89.3% |
| Participant deferral / active EE | $1,347 | $6,958-80.6% | $6,276-78.5% | $6,688-79.9% |
| Admin fee / account holder | $3,356 | $12,013-72.1% | $10,363-67.6% | $13,397-75.0% |