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 9-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 | $31,389 | $92,985-66.2% | $153,485-79.5% | $80,856-61.2% |
| Participation rate | 76.8% | 69.0%+7.8pp | 77.1%-0.3pp | 67.6%+9.1pp |
| Annual return | 14.10% | 19.95%-5.8pp | 15.65%-1.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $3,507-100.0% | $5,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,070 | $5,178-21.4% | $6,757-39.8% | $4,296-5.3% |
| Admin fee / account holder | $1,015 | $8,880-88.6% | $12,724-92.0% | $6,918-85.3% |