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 7-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 | $3,902 | $54,705-92.9% | $71,209-94.5% | $84,808-95.4% |
| Participation rate | 86.0% | 64.1%+22.0pp | 73.8%+12.3pp | 68.3%+17.7pp |
| Annual return | 13.71% | 35.90%-22.2pp | 282.51%-268.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,112 | $3,030-63.3% | $4,175-73.4% | $4,212-73.6% |
| Admin fee / account holder | $1,371 | $4,863-71.8% | $5,349-74.4% | $7,344-81.3% |