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 | $72,220 | $175,202-58.8% | $149,673-51.7% | $139,434-48.2% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 20.73% | 166.71%-146.0pp | 134.42%-113.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $746 | $5,474-86.4% | $4,818-84.5% | $4,751-84.3% |
| Participant deferral / active EE | $3,740 | $6,519-42.6% | $5,680-34.1% | $6,710-44.3% |
| Admin fee / account holder | $1,425 | $16,150-91.2% | $13,210-89.2% | $11,403-87.5% |