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 | $81,223 | $179,726-54.8% | $156,263-48.0% | $142,382-43.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.08% | 77.86%-59.8pp | 59.47%-41.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $43 | $5,069-99.1% | $4,333-99.0% | $4,299-99.0% |
| Participant deferral / active EE | $2,078 | $6,956-70.1% | $6,158-66.3% | $6,507-68.1% |
| Admin fee / account holder | $1,167 | $17,272-93.2% | $14,255-91.8% | $12,624-90.8% |