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 | $70,136 | $81,460-13.9% | $103,333-32.1% | $80,856-13.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.69% | 25.55%-13.9pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $746 | $3,105-76.0% | $3,868-80.7% | $2,755-72.9% |
| Participant deferral / active EE | $1,668 | $3,869-56.9% | $5,057-67.0% | $4,296-61.2% |
| Admin fee / account holder | $6,161 | $6,566-6.2% | $8,355-26.3% | $6,918-10.9% |