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 | $156,771 | $105,181+49.0% | $159,436-1.7% | $85,850+82.6% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.8%+11.3pp | 69.3%+24.8pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $588 | $3,318-82.3% | $4,829-87.8% | $2,565-77.1% |
| Participant deferral / active EE | $9,859 | $5,945+65.8% | $7,352+34.1% | $3,952+149.5% |
| Admin fee / account holder | $3,192 | $6,933-54.0% | $10,799-70.4% | $6,260-49.0% |