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 | $6,203 | $104,974-94.1% | $95,585-93.5% | $142,382-95.6% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.1%+9.7pp | 80.1%+1.7pp |
| Annual return | 12.65% | 210.33%-197.7pp | 38.56%-25.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2 | $2,779-99.9% | $2,527-99.9% | $4,299-100.0% |
| Participant deferral / active EE | $2,059 | $4,352-52.7% | $4,023-48.8% | $6,507-68.4% |
| Admin fee / account holder | $2,803 | $6,386-56.1% | $6,127-54.3% | $12,624-77.8% |