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 | $115,044 | $179,726-36.0% | $156,263-26.4% | $142,382-19.2% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.9%-0.3pp | 80.1%-1.5pp |
| Annual return | 11.80% | 77.86%-66.1pp | 59.47%-47.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $697 | $5,069-86.2% | $4,333-83.9% | $4,299-83.8% |
| Participant deferral / active EE | $11,002 | $6,956+58.2% | $6,158+78.6% | $6,507+69.1% |
| Admin fee / account holder | $951 | $17,272-94.5% | $14,255-93.3% | $12,624-92.5% |