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 | $3,373 | $25,014-86.5% | $69,647-95.2% | $80,856-95.8% |
| Participation rate | 78.9% | 64.2%+14.7pp | 66.5%+12.5pp | 67.6%+11.3pp |
| Annual return | 21.18% | 19.07%+2.1pp | 100.48%-79.3pp | 35.59%-14.4pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,419 | $1,839-22.9% | $2,886-50.8% | $4,296-67.0% |
| Admin fee / account holder | $591 | $2,488-76.2% | $4,713-87.5% | $6,918-91.5% |