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 | $27,264 | $60,892-55.2% | $82,389-66.9% | $84,808-67.9% |
| Participation rate | 98.9% | 63.3%+35.6pp | 69.5%+29.3pp | 68.3%+30.5pp |
| Annual return | 28.36% | 37.29%-8.9pp | 28.67%-0.3pp | 40.90%-12.5pp |
| Employer contribution / active EE | $123 | $1,779-93.1% | $2,517-95.1% | $2,631-95.3% |
| Participant deferral / active EE | $14,402 | $3,179+353.1% | $4,155+246.6% | $4,212+242.0% |
| Admin fee / account holder | $3,699 | $5,467-32.3% | $7,231-48.8% | $7,344-49.6% |