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 | $7,738 | $80,717-90.4% | $154,803-95.0% | $84,808-90.9% |
| Participation rate | 77.1% | 66.8%+10.3pp | 78.1%-0.9pp | 68.3%+8.8pp |
| Annual return | 19.51% | 37.96%-18.4pp | 58.88%-39.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,889 | $3,303-42.8% | $5,540-65.9% | $4,212-55.1% |
| Admin fee / account holder | $408 | $6,746-94.0% | $14,329-97.2% | $7,344-94.4% |