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 | $26,485 | $214,378-87.6% | $200,582-86.8% | $142,382-81.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 17.22% | 46.41%-29.2pp | 42.33%-25.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $24 | $6,841-99.6% | $6,419-99.6% | $4,299-99.4% |
| Participant deferral / active EE | $13,246 | $9,865+34.3% | $9,331+42.0% | $6,507+103.6% |
| Admin fee / account holder | $25,943 | $17,692+46.6% | $16,305+59.1% | $12,624+105.5% |