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 7-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 | $15,926 | $62,573-74.5% | $85,682-81.4% | $85,850-81.4% |
| Participation rate | 70.5% | 61.1%+9.3pp | 69.9%+0.6pp | 69.3%+1.1pp |
| Annual return | 25.06% | 23.77%+1.3pp | 21.49%+3.6pp | 318.53%-293.5pp |
| Employer contribution / active EE | $242 | $1,757-86.2% | $2,618-90.7% | $2,565-90.6% |
| Participant deferral / active EE | $1,405 | $2,802-49.9% | $3,923-64.2% | $3,952-64.4% |
| Admin fee / account holder | $2,995 | $4,640-35.5% | $6,873-56.4% | $6,260-52.2% |