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 | $125,270 | $176,056-28.8% | $159,436-21.4% | $167,490-25.2% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 19.03% | 331.75%-312.7pp | 263.57%-244.5pp | 478.56%-459.5pp |
| Employer contribution / active EE | $951 | $5,297-82.1% | $4,829-80.3% | $4,837-80.3% |
| Participant deferral / active EE | $16,250 | $7,750+109.7% | $7,352+121.0% | $6,341+156.3% |
| Admin fee / account holder | $1,045 | $12,554-91.7% | $10,799-90.3% | $12,309-91.5% |