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 | $61,648 | $162,781-62.1% | $133,956-54.0% | $158,922-61.2% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 11.67% | 41.94%-30.3pp | 45.09%-33.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $470 | $4,975-90.6% | $3,919-88.0% | $4,761-90.1% |
| Participant deferral / active EE | $5,220 | $5,911-11.7% | $5,048+3.4% | $5,982-12.7% |
| Admin fee / account holder | $8,716 | $11,736-25.7% | $8,927-2.4% | $11,246-22.5% |