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 9-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 | $31,070 | $118,450-73.8% | $98,439-68.4% | $139,434-77.7% |
| Participation rate | 72.7% | 77.4%-4.7pp | 75.2%-2.4pp | 80.3%-7.6pp |
| Annual return | 16.16% | 18.94%-2.8pp | 21.16%-5.0pp | 372.94%-356.8pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,868 | $5,392-65.3% | $4,738-60.6% | $6,710-72.2% |
| Admin fee / account holder | $1,790 | $14,026-87.2% | $8,948-80.0% | $11,403-84.3% |