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 3-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 | $13,045 | $57,541-77.3% | $95,745-86.4% | $75,163-82.6% |
| Participation rate | 92.9% | 62.5%+30.3pp | 72.3%+20.6pp | 67.2%+25.7pp |
| Annual return | 29.07% | 34.93%-5.9pp | 28.35%+0.7pp | 160.62%-131.5pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,916 | $3,074+157.5% | $4,245+86.5% | $4,125+91.9% |
| Admin fee / account holder | $1,139 | $4,099-72.2% | $5,678-79.9% | $5,651-79.8% |