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 | $24,934 | $127,264-80.4% | $109,895-77.3% | $167,490-85.1% |
| Participation rate | 78.3% | 77.9%+0.4pp | 74.2%+4.0pp | 82.1%-3.8pp |
| Annual return | 14.97% | 22.97%-8.0pp | 29.45%-14.5pp | 478.56%-463.6pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,026 | $4,514-33.0% | $4,048-25.2% | $6,341-52.3% |
| Admin fee / account holder | $351 | $7,114-95.1% | $6,066-94.2% | $12,309-97.1% |