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 | $75,097 | $177,572-57.7% | $154,803-51.5% | $142,382-47.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.30% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $811 | $4,810-83.1% | $4,305-81.2% | $4,299-81.1% |
| Participant deferral / active EE | $8,676 | $6,272+38.3% | $5,540+56.6% | $6,507+33.3% |
| Admin fee / account holder | $3,689 | $16,786-78.0% | $14,329-74.3% | $12,624-70.8% |