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 | $68,470 | $106,584-35.8% | $101,326-32.4% | $142,382-51.9% |
| Participation rate | 86.4% | 82.7%+3.7pp | 81.5%+4.9pp | 80.1%+6.2pp |
| Annual return | 21.55% | 36.93%-15.4pp | 36.82%-15.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,988 | $8,297+20.4% | $7,994+24.9% | $6,507+53.5% |
| Admin fee / account holder | $1,002 | $11,446-91.2% | $11,185-91.0% | $12,624-92.1% |