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 6-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 | $20,739 | $104,974-80.2% | $95,585-78.3% | $142,382-85.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 15.98% | 210.33%-194.4pp | 38.56%-22.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,527 | $4,352+73.0% | $4,023+87.1% | $6,507+15.7% |
| Admin fee / account holder | $4,398 | $6,386-31.1% | $6,127-28.2% | $12,624-65.2% |