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 7-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 | $15,178 | $77,730-80.5% | $70,164-78.4% | $139,434-89.1% |
| Participation rate | 89.5% | 83.2%+6.3pp | 78.8%+10.6pp | 80.3%+9.2pp |
| Annual return | 13.91% | 18.98%-5.1pp | 18.87%-5.0pp | 372.94%-359.0pp |
| Employer contribution / active EE | $0 | $4,990-100.0% | $4,287-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,542 | $6,448-45.1% | $5,395-34.3% | $6,710-47.2% |
| Admin fee / account holder | $4,476 | $5,368-16.6% | $4,561-1.9% | $11,403-60.7% |