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 | $3,641 | $74,888-95.1% | $71,209-94.9% | $142,382-97.4% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.8%+11.2pp | 80.1%+4.9pp |
| Annual return | 16.94% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $275 | $2,854-90.3% | $2,721-89.9% | $4,299-93.6% |
| Participant deferral / active EE | $1,613 | $4,454-63.8% | $4,175-61.4% | $6,507-75.2% |
| Admin fee / account holder | $1,235 | $5,568-77.8% | $5,349-76.9% | $12,624-90.2% |