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 7-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 | $75,484 | $238,490-68.3% | $180,183-58.1% | $142,382-47.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 11.40% | 33.56%-22.2pp | 27.86%-16.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $716 | $6,143-88.3% | $5,039-85.8% | $4,299-83.4% |
| Participant deferral / active EE | $4,752 | $7,996-40.6% | $6,822-30.3% | $6,507-27.0% |
| Admin fee / account holder | $40,449 | $28,866+40.1% | $19,975+102.5% | $12,624+220.4% |