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 7-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 | $19,333 | $58,851-67.1% | $115,157-83.2% | $72,985-73.5% |
| Participation rate | 77.8% | 65.5%+12.2pp | 75.9%+1.9pp | 69.5%+8.3pp |
| Annual return | 0.00% | 23.16%-23.2pp | 35.60%-35.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $374 | $1,798-79.2% | $3,179-88.2% | $2,440-84.7% |
| Participant deferral / active EE | $2,191 | $2,643-17.1% | $4,168-47.4% | $3,607-39.3% |
| Admin fee / account holder | $4,174 | $6,370-34.5% | $7,088-41.1% | $5,124-18.5% |