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 | $34,158 | $159,602-78.6% | $150,045-77.2% | $142,382-76.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 18.35% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $566 | $4,961-88.6% | $4,693-87.9% | $4,299-86.8% |
| Participant deferral / active EE | $4,748 | $8,310-42.9% | $7,997-40.6% | $6,507-27.0% |
| Admin fee / account holder | $2,658 | $14,846-82.1% | $13,435-80.2% | $12,624-78.9% |