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 | $11,106 | $69,518-84.0% | $59,878-81.5% | $135,375-91.8% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.7%-4.7pp | 82.6%-12.6pp |
| Annual return | 4.42% | 7.94%-3.5pp | 3.46%+1.0pp | 519.73%-515.3pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,702 | $4,206-59.5% | $3,402-50.0% | $5,609-69.7% |
| Admin fee / account holder | $2,506 | $5,734-56.3% | $3,590-30.2% | $10,827-76.9% |