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 8-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 | $96,239 | $109,881-12.4% | $150,045-35.9% | $84,808+13.5% |
| Participation rate | 82.2% | 76.1%+6.1pp | 82.3%-0.1pp | 68.3%+13.9pp |
| Annual return | 27.83% | 28.25%-0.4pp | 62.55%-34.7pp | 40.90%-13.1pp |
| Employer contribution / active EE | $22 | $3,561-99.4% | $4,693-99.5% | $2,631-99.2% |
| Participant deferral / active EE | $14,679 | $6,636+121.2% | $7,997+83.6% | $4,212+248.5% |
| Admin fee / account holder | $3,179 | $8,568-62.9% | $13,435-76.3% | $7,344-56.7% |