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 | $41,572 | $80,968-48.7% | $96,544-56.9% | $75,163-44.7% |
| Participation rate | 77.8% | 71.8%+6.0pp | 76.0%+1.8pp | 67.2%+10.6pp |
| Annual return | 28.06% | 27.06%+1.0pp | 25.84%+2.2pp | 160.62%-132.6pp |
| Employer contribution / active EE | $342 | $2,282-85.0% | $2,965-88.5% | $2,670-87.2% |
| Participant deferral / active EE | $1,985 | $3,928-49.5% | $4,851-59.1% | $4,125-51.9% |
| Admin fee / account holder | $819 | $6,724-87.8% | $8,252-90.1% | $5,651-85.5% |