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 | $3,820 | $24,730-84.6% | $66,042-94.2% | $84,808-95.5% |
| Participation rate | 70.1% | 68.1%+2.0pp | 67.5%+2.6pp | 68.3%+1.8pp |
| Annual return | 14.10% | 79.55%-65.4pp | 52.11%-38.0pp | 40.90%-26.8pp |
| Employer contribution / active EE | $176 | $857-79.5% | $1,579-88.9% | $2,631-93.3% |
| Participant deferral / active EE | $1,028 | $1,737-40.8% | $2,835-63.8% | $4,212-75.6% |
| Admin fee / account holder | $1,076 | $3,014-64.3% | $5,747-81.3% | $7,344-85.3% |