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 | $3,476 | $54,705-93.6% | $71,209-95.1% | $84,808-95.9% |
| Participation rate | 75.6% | 64.1%+11.5pp | 73.8%+1.8pp | 68.3%+7.2pp |
| Annual return | 17.30% | 35.90%-18.6pp | 282.51%-265.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $196 | $2,158-90.9% | $2,721-92.8% | $2,631-92.6% |
| Participant deferral / active EE | $770 | $3,030-74.6% | $4,175-81.5% | $4,212-81.7% |
| Admin fee / account holder | $754 | $4,863-84.5% | $5,349-85.9% | $7,344-89.7% |