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 | $65,752 | $117,841-44.2% | $102,423-35.8% | $145,922-54.9% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 13.90% | 31.65%-17.7pp | 29.32%-15.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $517 | $3,615-85.7% | $3,023-82.9% | $4,660-88.9% |
| Participant deferral / active EE | $9,639 | $5,731+68.2% | $5,053+90.8% | $6,688+44.1% |
| Admin fee / account holder | $14,154 | $13,326+6.2% | $9,451+49.8% | $13,397+5.7% |