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 | $12,552 | $105,126-88.1% | $94,646-86.7% | $139,434-91.0% |
| Participation rate | 72.7% | 82.4%-9.6pp | 80.8%-8.1pp | 80.3%-7.6pp |
| Annual return | 14.71% | 38.03%-23.3pp | 156.71%-142.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,288 | $7,599-69.9% | $7,418-69.2% | $6,710-65.9% |
| Admin fee / account holder | $7,754 | $8,984-13.7% | $7,231+7.2% | $11,403-32.0% |