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 6-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 | $21,390 | $77,899-72.5% | $149,673-85.7% | $75,163-71.5% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 18.31% | 31.72%-13.4pp | 134.42%-116.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $303 | $3,137-90.3% | $4,818-93.7% | $2,670-88.6% |
| Participant deferral / active EE | $3,851 | $3,411+12.9% | $5,680-32.2% | $4,125-6.6% |
| Admin fee / account holder | $4,463 | $5,956-25.1% | $13,210-66.2% | $5,651-21.0% |