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 8-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 | $81,152 | $159,901-49.2% | $146,958-44.8% | $145,922-44.4% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 10.80% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $841 | $5,286-84.1% | $4,933-82.9% | $4,660-81.9% |
| Participant deferral / active EE | $5,449 | $8,428-35.4% | $8,070-32.5% | $6,688-18.5% |
| Admin fee / account holder | $869 | $15,044-94.2% | $12,998-93.3% | $13,397-93.5% |