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 | $37,822 | $202,318-81.3% | $172,739-78.1% | $152,861-75.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 23.12% | 1029.65%-1006.5pp | 802.84%-779.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,224 | $5,856-79.1% | $5,143-76.2% | $4,762-74.3% |
| Participant deferral / active EE | $2,165 | $5,948-63.6% | $5,198-58.3% | $5,850-63.0% |
| Admin fee / account holder | $1,979 | $17,109-88.4% | $13,954-85.8% | $11,596-82.9% |