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 3-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 | $8,492 | $94,338-91.0% | $100,534-91.6% | $142,382-94.0% |
| Participation rate | 90.0% | 81.7%+8.3pp | 80.6%+9.4pp | 80.1%+9.9pp |
| Annual return | 19.53% | 29.20%-9.7pp | 32.66%-13.1pp | 217.08%-197.5pp |
| Employer contribution / active EE | $0 | $4,237-100.0% | $4,346-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,603 | $5,934-56.1% | $6,144-57.6% | $6,507-60.0% |
| Admin fee / account holder | $409 | $8,421-95.1% | $7,654-94.7% | $12,624-96.8% |