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 | $90,645 | $48,795+85.8% | $65,493+38.4% | $84,808+6.9% |
| Participation rate | 88.7% | 67.0%+21.7pp | 73.1%+15.6pp | 68.3%+20.4pp |
| Annual return | 18.76% | 20.20%-1.4pp | 982.45%-963.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $182 | $1,930-90.6% | $2,574-92.9% | $2,631-93.1% |
| Participant deferral / active EE | $1,761 | $2,928-39.9% | $3,961-55.5% | $4,212-58.2% |
| Admin fee / account holder | $2,466 | $3,877-36.4% | $5,028-50.9% | $7,344-66.4% |