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 9-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 | $62,427 | $110,261-43.4% | $95,745-34.8% | $139,434-55.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 17.15% | 27.11%-10.0pp | 28.35%-11.2pp | 372.94%-355.8pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $960 | $4,676-79.5% | $4,245-77.4% | $6,710-85.7% |
| Admin fee / account holder | $498 | $6,613-92.5% | $5,678-91.2% | $11,403-95.6% |