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 | $76,009 | $214,378-64.5% | $200,582-62.1% | $142,382-46.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 27.68% | 46.41%-18.7pp | 42.33%-14.7pp | 217.08%-189.4pp |
| Employer contribution / active EE | $445 | $6,841-93.5% | $6,419-93.1% | $4,299-89.6% |
| Participant deferral / active EE | $5,483 | $9,865-44.4% | $9,331-41.2% | $6,507-15.7% |
| Admin fee / account holder | $496 | $17,692-97.2% | $16,305-97.0% | $12,624-96.1% |