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 | $21,484 | $110,257-80.5% | $96,544-77.7% | $139,434-84.6% |
| Participation rate | 72.2% | 78.1%-5.9pp | 76.0%-3.7pp | 80.3%-8.1pp |
| Annual return | 15.05% | 26.32%-11.3pp | 25.84%-10.8pp | 372.94%-357.9pp |
| Employer contribution / active EE | $490 | $3,620-86.5% | $2,965-83.5% | $4,751-89.7% |
| Participant deferral / active EE | $2,040 | $5,548-63.2% | $4,851-57.9% | $6,710-69.6% |
| Admin fee / account holder | $385 | $11,591-96.7% | $8,252-95.3% | $11,403-96.6% |