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 | $59,330 | $89,753-33.9% | $107,525-44.8% | $84,808-30.0% |
| Participation rate | 83.9% | 68.1%+15.8pp | 75.1%+8.8pp | 68.3%+15.6pp |
| Annual return | 18.07% | 29.48%-11.4pp | 181.32%-163.3pp | 40.90%-22.8pp |
| Employer contribution / active EE | $113 | $3,113-96.4% | $3,754-97.0% | $2,631-95.7% |
| Participant deferral / active EE | $4,208 | $4,056+3.7% | $5,116-17.7% | $4,212-0.1% |
| Admin fee / account holder | $2,153 | $7,222-70.2% | $8,919-75.9% | $7,344-70.7% |