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 | $7,601 | $85,022-91.1% | $70,515-89.2% | $139,434-94.5% |
| Participation rate | 81.8% | 73.9%+7.9pp | 68.3%+13.5pp | 80.3%+1.5pp |
| Annual return | 22.35% | 30.38%-8.0pp | 32.77%-10.4pp | 372.94%-350.6pp |
| Employer contribution / active EE | $374 | $3,909-90.4% | $2,973-87.4% | $4,751-92.1% |
| Participant deferral / active EE | $2,526 | $5,890-57.1% | $4,567-44.7% | $6,710-62.4% |
| Admin fee / account holder | $1,043 | $8,906-88.3% | $6,412-83.7% | $11,403-90.8% |