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 | $58,635 | $202,432-71.0% | $169,368-65.4% | $139,434-57.9% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 18.92% | 531.74%-512.8pp | 405.60%-386.7pp | 372.94%-354.0pp |
| Employer contribution / active EE | $21 | $4,692-99.6% | $4,013-99.5% | $4,751-99.6% |
| Participant deferral / active EE | $3,811 | $6,938-45.1% | $6,221-38.7% | $6,710-43.2% |
| Admin fee / account holder | $1,501 | $10,708-86.0% | $9,003-83.3% | $11,403-86.8% |