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 | $34,246 | $109,881-68.8% | $150,045-77.2% | $84,808-59.6% |
| Participation rate | 74.3% | 76.1%-1.8pp | 82.3%-8.0pp | 68.3%+6.0pp |
| Annual return | 20.66% | 28.25%-7.6pp | 62.55%-41.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,875 | $6,636+79.0% | $7,997+48.5% | $4,212+182.0% |
| Admin fee / account holder | $16,634 | $8,568+94.1% | $13,435+23.8% | $7,344+126.5% |