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 | $25,533 | $78,672-67.5% | $109,143-76.6% | $85,850-70.3% |
| Participation rate | 84.5% | 68.3%+16.2pp | 75.9%+8.6pp | 69.3%+15.2pp |
| Annual return | 14.97% | 25.09%-10.1pp | 25.75%-10.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $479 | $2,735-82.5% | $3,722-87.1% | $2,565-81.3% |
| Participant deferral / active EE | $3,656 | $3,467+5.4% | $4,653-21.4% | $3,952-7.5% |
| Admin fee / account holder | $5,054 | $5,469-7.6% | $6,752-25.1% | $6,260-19.3% |