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 | $9,144 | $80,717-88.7% | $154,803-94.1% | $84,808-89.2% |
| Participation rate | 81.4% | 66.8%+14.5pp | 78.1%+3.3pp | 68.3%+13.0pp |
| Annual return | 18.32% | 37.96%-19.6pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,384 | $3,303-27.8% | $5,540-57.0% | $4,212-43.4% |
| Admin fee / account holder | $566 | $6,746-91.6% | $14,329-96.1% | $7,344-92.3% |