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 | $89,412 | $201,272-55.6% | $184,203-51.5% | $145,922-38.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.34% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $432 | $7,022-93.8% | $6,427-93.3% | $4,660-90.7% |
| Participant deferral / active EE | $20,769 | $9,806+111.8% | $9,131+127.5% | $6,688+210.6% |
| Admin fee / account holder | $1,227 | $16,364-92.5% | $13,901-91.2% | $13,397-90.8% |