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 | $36,603 | $109,881-66.7% | $150,045-75.6% | $84,808-56.8% |
| Participation rate | 92.2% | 76.1%+16.1pp | 82.3%+9.8pp | 68.3%+23.8pp |
| Annual return | 33.98% | 28.25%+5.7pp | 62.55%-28.6pp | 40.90%-6.9pp |
| Employer contribution / active EE | $55 | $3,561-98.5% | $4,693-98.8% | $2,631-97.9% |
| Participant deferral / active EE | $11,887 | $6,636+79.1% | $7,997+48.6% | $4,212+182.2% |
| Admin fee / account holder | $3,532 | $8,568-58.8% | $13,435-73.7% | $7,344-51.9% |