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 3-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 | $54,254 | $94,338-42.5% | $100,534-46.0% | $142,382-61.9% |
| Participation rate | 83.3% | 81.7%+1.6pp | 80.6%+2.7pp | 80.1%+3.2pp |
| Annual return | 23.28% | 29.20%-5.9pp | 32.66%-9.4pp | 217.08%-193.8pp |
| Employer contribution / active EE | $960 | $4,237-77.3% | $4,346-77.9% | $4,299-77.7% |
| Participant deferral / active EE | $7,833 | $5,934+32.0% | $6,144+27.5% | $6,507+20.4% |
| Admin fee / account holder | $556 | $8,421-93.4% | $7,654-92.7% | $12,624-95.6% |