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 | $10,446 | $80,717-87.1% | $154,803-93.3% | $84,808-87.7% |
| Participation rate | 86.2% | 66.8%+19.4pp | 78.1%+8.1pp | 68.3%+17.9pp |
| Annual return | 18.30% | 37.96%-19.7pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $10 | $2,761-99.6% | $4,305-99.8% | $2,631-99.6% |
| Participant deferral / active EE | $3,700 | $3,303+12.0% | $5,540-33.2% | $4,212-12.1% |
| Admin fee / account holder | $1,200 | $6,746-82.2% | $14,329-91.6% | $7,344-83.7% |