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 | $21,121 | $100,773-79.0% | $88,946-76.3% | $142,382-85.2% |
| Participation rate | 70.6% | 74.3%-3.7pp | 68.8%+1.7pp | 80.1%-9.5pp |
| Annual return | 14.03% | 70.18%-56.1pp | 57.82%-43.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $6 | $2,918-99.8% | $2,555-99.8% | $4,299-99.9% |
| Participant deferral / active EE | $3,639 | $5,230-30.4% | $4,581-20.6% | $6,507-44.1% |
| Admin fee / account holder | $2,285 | $9,693-76.4% | $8,261-72.3% | $12,624-81.9% |