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 | $98,264 | $159,901-38.5% | $146,958-33.1% | $145,922-32.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 12.13% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $226 | $5,286-95.7% | $4,933-95.4% | $4,660-95.2% |
| Participant deferral / active EE | $5,870 | $8,428-30.4% | $8,070-27.3% | $6,688-12.2% |
| Admin fee / account holder | $668 | $15,044-95.6% | $12,998-94.9% | $13,397-95.0% |