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 3-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 | $12,320 | $114,381-89.2% | $107,525-88.5% | $142,382-91.3% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 164.27% | 242.71%-78.4pp | 181.32%-17.1pp | 217.08%-52.8pp |
| Employer contribution / active EE | $137 | $4,015-96.6% | $3,754-96.3% | $4,299-96.8% |
| Participant deferral / active EE | $2,039 | $5,564-63.4% | $5,116-60.1% | $6,507-68.7% |
| Admin fee / account holder | $568 | $9,860-94.2% | $8,919-93.6% | $12,624-95.5% |