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 7-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 | $39,861 | $86,286-53.8% | $111,297-64.2% | $85,850-53.6% |
| Participation rate | 88.5% | 73.3%+15.2pp | 77.3%+11.2pp | 69.3%+19.2pp |
| Annual return | 23.04% | 19.99%+3.1pp | 54.65%-31.6pp | 318.53%-295.5pp |
| Employer contribution / active EE | $12 | $2,043-99.4% | $2,731-99.6% | $2,565-99.5% |
| Participant deferral / active EE | $2,402 | $3,641-34.0% | $4,487-46.5% | $3,952-39.2% |
| Admin fee / account holder | $4,919 | $8,188-39.9% | $7,964-38.2% | $6,260-21.4% |