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 | $12,666 | $81,632-84.5% | $70,449-82.0% | $158,922-92.0% |
| Participation rate | 73.3% | 77.7%-4.4pp | 75.1%-1.7pp | 82.0%-8.6pp |
| Annual return | 19.51% | 208.40%-188.9pp | 109.03%-89.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,426 | $4,554-2.8% | $3,709+19.3% | $5,982-26.0% |
| Admin fee / account holder | $856 | $6,193-86.2% | $3,845-77.7% | $11,246-92.4% |