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 9-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 | $42,521 | $114,381-62.8% | $107,525-60.5% | $142,382-70.1% |
| Participation rate | 86.4% | 78.1%+8.2pp | 75.1%+11.3pp | 80.1%+6.2pp |
| Annual return | 73.24% | 242.71%-169.5pp | 181.32%-108.1pp | 217.08%-143.8pp |
| Employer contribution / active EE | $178 | $4,015-95.6% | $3,754-95.2% | $4,299-95.8% |
| Participant deferral / active EE | $6,304 | $5,564+13.3% | $5,116+23.2% | $6,507-3.1% |
| Admin fee / account holder | $1,048 | $9,860-89.4% | $8,919-88.3% | $12,624-91.7% |