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 | $18,618 | $56,053-66.8% | $75,972-75.5% | $80,856-77.0% |
| Participation rate | 80.4% | 62.0%+18.4pp | 69.1%+11.4pp | 67.6%+12.8pp |
| Annual return | 12.46% | 20.53%-8.1pp | 359.55%-347.1pp | 35.59%-23.1pp |
| Employer contribution / active EE | $329 | $1,874-82.4% | $2,685-87.7% | $2,755-88.0% |
| Participant deferral / active EE | $1,961 | $3,052-35.7% | $4,255-53.9% | $4,296-54.3% |
| Admin fee / account holder | $785 | $5,234-85.0% | $6,467-87.9% | $6,918-88.7% |