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 8-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 | $20,707 | $107,334-80.7% | $92,893-77.7% | $152,861-86.5% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 16.22% | 145.58%-129.4pp | 109.41%-93.2pp | 345.32%-329.1pp |
| Employer contribution / active EE | $502 | $4,221-88.1% | $3,653-86.3% | $4,762-89.5% |
| Participant deferral / active EE | $1,569 | $4,845-67.6% | $4,236-63.0% | $5,850-73.2% |
| Admin fee / account holder | $9,738 | $7,079+37.6% | $5,794+68.1% | $11,596-16.0% |