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 | $31,844 | $81,248-60.8% | $155,509-79.5% | $80,856-60.6% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.6%+22.4pp |
| Annual return | 66.48% | 33.31%+33.2pp | 64.67%+1.8pp | 35.59%+30.9pp |
| Employer contribution / active EE | $8 | $3,100-99.7% | $4,672-99.8% | $2,755-99.7% |
| Participant deferral / active EE | $12,234 | $3,452+254.5% | $5,626+117.5% | $4,296+184.8% |
| Admin fee / account holder | $3,153 | $7,997-60.6% | $15,912-80.2% | $6,918-54.4% |