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 9-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 | $48,473 | $126,574-61.7% | $106,213-54.4% | $145,922-66.8% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 21.60% | 224.79%-203.2pp | 116.14%-94.5pp | 561.29%-539.7pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,365 | $5,724-6.3% | $5,016+7.0% | $6,688-19.8% |
| Admin fee / account holder | $618 | $17,304-96.4% | $11,033-94.4% | $13,397-95.4% |