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 | $69,315 | $100,773-31.2% | $88,946-22.1% | $142,382-51.3% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 20.84% | 70.18%-49.3pp | 57.82%-37.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $145 | $2,918-95.0% | $2,555-94.3% | $4,299-96.6% |
| Participant deferral / active EE | $10,039 | $5,230+91.9% | $4,581+119.1% | $6,507+54.3% |
| Admin fee / account holder | $1,890 | $9,693-80.5% | $8,261-77.1% | $12,624-85.0% |