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 5-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 | $66,052 | $86,286-23.5% | $111,297-40.7% | $85,850-23.1% |
| Participation rate | 98.7% | 73.3%+25.4pp | 77.3%+21.4pp | 69.3%+29.4pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.65%-54.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $510 | $2,043-75.0% | $2,731-81.3% | $2,565-80.1% |
| Participant deferral / active EE | $2,312 | $3,641-36.5% | $4,487-48.5% | $3,952-41.5% |
| Admin fee / account holder | $439 | $8,188-94.6% | $7,964-94.5% | $6,260-93.0% |