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 6-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 | $57,558 | $177,572-67.6% | $154,803-62.8% | $142,382-59.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.83% | 65.07%-48.2pp | 58.88%-42.1pp | 217.08%-200.2pp |
| Employer contribution / active EE | $713 | $4,810-85.2% | $4,305-83.5% | $4,299-83.4% |
| Participant deferral / active EE | $3,053 | $6,272-51.3% | $5,540-44.9% | $6,507-53.1% |
| Admin fee / account holder | $798 | $16,786-95.2% | $14,329-94.4% | $12,624-93.7% |