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 | $79,748 | $157,256-49.3% | $141,162-43.5% | $152,861-47.8% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 16.63% | 64.32%-47.7pp | 71.39%-54.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $908 | $5,261-82.7% | $4,735-80.8% | $4,762-80.9% |
| Participant deferral / active EE | $4,253 | $7,109-40.2% | $6,709-36.6% | $5,850-27.3% |
| Admin fee / account holder | $31,217 | $12,120+157.6% | $10,261+204.2% | $11,596+169.2% |