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 | $18,086 | $183,519-90.1% | $155,509-88.4% | $145,922-87.6% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 10.81% | 61.17%-50.4pp | 64.67%-53.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $631 | $5,313-88.1% | $4,672-86.5% | $4,660-86.5% |
| Participant deferral / active EE | $2,844 | $6,462-56.0% | $5,626-49.5% | $6,688-57.5% |
| Admin fee / account holder | $4,181 | $19,313-78.3% | $15,912-73.7% | $13,397-68.8% |