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 | $5,027 | $54,705-90.8% | $71,209-92.9% | $84,808-94.1% |
| Participation rate | 76.9% | 64.1%+12.9pp | 73.8%+3.2pp | 68.3%+8.6pp |
| Annual return | 21.32% | 35.90%-14.6pp | 282.51%-261.2pp | 40.90%-19.6pp |
| Employer contribution / active EE | $252 | $2,158-88.3% | $2,721-90.7% | $2,631-90.4% |
| Participant deferral / active EE | $800 | $3,030-73.6% | $4,175-80.8% | $4,212-81.0% |
| Admin fee / account holder | $414 | $4,863-91.5% | $5,349-92.3% | $7,344-94.4% |