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 4-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 | $14,300 | $54,705-73.9% | $71,209-79.9% | $84,808-83.1% |
| Participation rate | 92.0% | 64.1%+27.9pp | 73.8%+18.2pp | 68.3%+23.7pp |
| Annual return | 20.07% | 35.90%-15.8pp | 282.51%-262.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,975 | $3,030-1.8% | $4,175-28.7% | $4,212-29.4% |
| Admin fee / account holder | $1,011 | $4,863-79.2% | $5,349-81.1% | $7,344-86.2% |