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 8-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 | $82,108 | $117,983-30.4% | $101,794-19.3% | $142,382-42.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 12.62% | 36.92%-24.3pp | 30.53%-17.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $154 | $2,773-94.5% | $2,289-93.3% | $4,299-96.4% |
| Participant deferral / active EE | $1,343 | $4,714-71.5% | $4,084-67.1% | $6,507-79.4% |
| Admin fee / account holder | $31,985 | $10,433+206.6% | $8,777+264.4% | $12,624+153.4% |