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 | $78,408 | $95,416-17.8% | $185,823-57.8% | $85,850-8.7% |
| Participation rate | 90.7% | 68.8%+21.9pp | 81.7%+9.0pp | 69.3%+21.4pp |
| Annual return | 14.32% | 23.59%-9.3pp | 122.05%-107.7pp | 318.53%-304.2pp |
| Employer contribution / active EE | $203 | $3,314-93.9% | $5,167-96.1% | $2,565-92.1% |
| Participant deferral / active EE | $4,940 | $3,423+44.3% | $5,568-11.3% | $3,952+25.0% |
| Admin fee / account holder | $1,788 | $7,213-75.2% | $16,237-89.0% | $6,260-71.4% |