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 | $28,613 | $109,881-74.0% | $150,045-80.9% | $84,808-66.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 23.34% | 28.25%-4.9pp | 62.55%-39.2pp | 40.90%-17.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,309 | $6,636+55.4% | $7,997+28.9% | $4,212+144.8% |
| Admin fee / account holder | $4,326 | $8,568-49.5% | $13,435-67.8% | $7,344-41.1% |