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 | $43,120 | $165,335-73.9% | $149,696-71.2% | $158,922-72.9% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 28.65% | 348.15%-319.5pp | 276.60%-247.9pp | 302.83%-274.2pp |
| Employer contribution / active EE | $887 | $5,103-82.6% | $4,644-80.9% | $4,761-81.4% |
| Participant deferral / active EE | $6,464 | $7,181-10.0% | $6,842-5.5% | $5,982+8.1% |
| Admin fee / account holder | $539 | $10,807-95.0% | $9,309-94.2% | $11,246-95.2% |