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 5-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 | $9,489 | $80,717-88.2% | $154,803-93.9% | $84,808-88.8% |
| Participation rate | 90.6% | 66.8%+23.8pp | 78.1%+12.5pp | 68.3%+22.3pp |
| Annual return | 22.93% | 37.96%-15.0pp | 58.88%-35.9pp | 40.90%-18.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,532 | $3,303+6.9% | $5,540-36.3% | $4,212-16.1% |
| Admin fee / account holder | $782 | $6,746-88.4% | $14,329-94.5% | $7,344-89.4% |