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 5-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 | $92,333 | $94,338-2.1% | $100,534-8.2% | $142,382-35.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 12.71% | 29.20%-16.5pp | 32.66%-20.0pp | 217.08%-204.4pp |
| Employer contribution / active EE | $314 | $4,237-92.6% | $4,346-92.8% | $4,299-92.7% |
| Participant deferral / active EE | $1,807 | $5,934-69.5% | $6,144-70.6% | $6,507-72.2% |
| Admin fee / account holder | $468 | $8,421-94.4% | $7,654-93.9% | $12,624-96.3% |