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 10-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 | $21,863 | $73,933-70.4% | $96,683-77.4% | $75,163-70.9% |
| Participation rate | 83.5% | 66.4%+17.1pp | 74.3%+9.2pp | 67.2%+16.4pp |
| Annual return | 14.83% | 26.70%-11.9pp | 35.69%-20.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $633 | $2,928-78.4% | $3,737-83.1% | $2,670-76.3% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $732 | $5,216-86.0% | $6,730-89.1% | $5,651-87.1% |