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 3-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 | $8,547 | $107,452-92.0% | $91,541-90.7% | $142,382-94.0% |
| Participation rate | 95.0% | 75.1%+19.9pp | 69.8%+25.2pp | 80.1%+14.9pp |
| Annual return | 22.24% | 22.06%+0.2pp | 20.50%+1.7pp | 217.08%-194.8pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,356 | $4,754-29.4% | $4,008-16.3% | $6,507-48.4% |
| Admin fee / account holder | $310 | $8,834-96.5% | $6,956-95.5% | $12,624-97.5% |