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 6-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 | $45,205 | $105,931-57.3% | $81,930-44.8% | $158,922-71.6% |
| Participation rate | 94.4% | 75.6%+18.8pp | 72.0%+22.4pp | 82.0%+12.5pp |
| Annual return | 16.84% | 38.17%-21.3pp | 29.49%-12.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $16 | $7,800-99.8% | $4,310-99.6% | $4,761-99.7% |
| Participant deferral / active EE | $2,759 | $13,003-78.8% | $7,107-61.2% | $5,982-53.9% |
| Admin fee / account holder | $304 | $8,489-96.4% | $5,158-94.1% | $11,246-97.3% |