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 | $3,572 | $24,730-85.6% | $66,042-94.6% | $84,808-95.8% |
| Participation rate | 86.8% | 68.1%+18.7pp | 67.5%+19.3pp | 68.3%+18.5pp |
| Annual return | 16.45% | 79.55%-63.1pp | 52.11%-35.7pp | 40.90%-24.4pp |
| Employer contribution / active EE | $191 | $857-77.7% | $1,579-87.9% | $2,631-92.7% |
| Participant deferral / active EE | $1,119 | $1,737-35.5% | $2,835-60.5% | $4,212-73.4% |
| Admin fee / account holder | $848 | $3,014-71.9% | $5,747-85.2% | $7,344-88.5% |