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 | $19,908 | $177,572-88.8% | $154,803-87.1% | $142,382-86.0% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 24.50% | 65.07%-40.6pp | 58.88%-34.4pp | 217.08%-192.6pp |
| Employer contribution / active EE | $251 | $4,810-94.8% | $4,305-94.2% | $4,299-94.2% |
| Participant deferral / active EE | $3,326 | $6,272-47.0% | $5,540-40.0% | $6,507-48.9% |
| Admin fee / account holder | $940 | $16,786-94.4% | $14,329-93.4% | $12,624-92.6% |