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 8-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 | $24,897 | $56,053-55.6% | $75,972-67.2% | $80,856-69.2% |
| Participation rate | 94.4% | 62.0%+32.4pp | 69.1%+25.4pp | 67.6%+26.8pp |
| Annual return | 11.05% | 20.53%-9.5pp | 359.55%-348.5pp | 35.59%-24.5pp |
| Employer contribution / active EE | $19 | $1,874-99.0% | $2,685-99.3% | $2,755-99.3% |
| Participant deferral / active EE | $2,796 | $3,052-8.4% | $4,255-34.3% | $4,296-34.9% |
| Admin fee / account holder | $1,757 | $5,234-66.4% | $6,467-72.8% | $6,918-74.6% |