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 | $15,665 | $108,919-85.6% | $100,391-84.4% | $145,922-89.3% |
| Participation rate | 93.3% | 82.9%+10.4pp | 81.5%+11.9pp | 80.3%+13.1pp |
| Annual return | 13.22% | 57.88%-44.7pp | 49.20%-36.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $86 | $4,419-98.1% | $3,942-97.8% | $4,660-98.2% |
| Participant deferral / active EE | $7,516 | $8,445-11.0% | $8,082-7.0% | $6,688+12.4% |
| Admin fee / account holder | $2,061 | $9,689-78.7% | $7,899-73.9% | $13,397-84.6% |