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 | $8,199 | $80,717-89.8% | $154,803-94.7% | $84,808-90.3% |
| Participation rate | 81.4% | 66.8%+14.5pp | 78.1%+3.3pp | 68.3%+13.0pp |
| Annual return | 21.92% | 37.96%-16.0pp | 58.88%-37.0pp | 40.90%-19.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,497 | $3,303+5.9% | $5,540-36.9% | $4,212-17.0% |
| Admin fee / account holder | $589 | $6,746-91.3% | $14,329-95.9% | $7,344-92.0% |