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 | $17,890 | $115,708-84.5% | $65,255-72.6% | $139,434-87.2% |
| Participation rate | 75.0% | 67.8%+7.2pp | 65.0%+10.0pp | 80.3%-5.3pp |
| Annual return | 21.67% | 31.19%-9.5pp | 47.35%-25.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,870 | $4,240-8.7% | $2,831+36.7% | $6,710-42.3% |
| Admin fee / account holder | $337 | $6,698-95.0% | $4,112-91.8% | $11,403-97.0% |