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 | $2,506 | $74,888-96.7% | $71,209-96.5% | $142,382-98.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 13.61% | 345.14%-331.5pp | 282.51%-268.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $273 | $2,854-90.4% | $2,721-90.0% | $4,299-93.6% |
| Participant deferral / active EE | $756 | $4,454-83.0% | $4,175-81.9% | $6,507-88.4% |
| Admin fee / account holder | $542 | $5,568-90.3% | $5,349-89.9% | $12,624-95.7% |