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 4-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 | $18,972 | $105,126-82.0% | $94,646-80.0% | $139,434-86.4% |
| Participation rate | 81.0% | 82.4%-1.4pp | 80.8%+0.1pp | 80.3%+0.6pp |
| Annual return | 17.61% | 38.03%-20.4pp | 156.71%-139.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,644 | $7,599-38.9% | $7,418-37.4% | $6,710-30.8% |
| Admin fee / account holder | $1,116 | $8,984-87.6% | $7,231-84.6% | $11,403-90.2% |