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 | $66,144 | $228,332-71.0% | $185,823-64.4% | $158,922-58.4% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 20.84% | 40.80%-20.0pp | 35.95%-15.1pp | 302.83%-282.0pp |
| Employer contribution / active EE | $284 | $4,967-94.3% | $4,087-93.1% | $4,761-94.0% |
| Participant deferral / active EE | $17,875 | $6,415+178.7% | $5,632+217.4% | $5,982+198.8% |
| Admin fee / account holder | $1,272 | $11,864-89.3% | $9,500-86.6% | $11,246-88.7% |