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 | $22,006 | $68,346-67.8% | $94,646-76.7% | $75,163-70.7% |
| Participation rate | 88.2% | 76.1%+12.1pp | 80.8%+7.4pp | 67.2%+21.0pp |
| Annual return | 21.03% | 616.93%-595.9pp | 156.71%-135.7pp | 160.62%-139.6pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,594 | $6,537-14.4% | $7,418-24.6% | $4,125+35.6% |
| Admin fee / account holder | $797 | $5,326-85.0% | $7,231-89.0% | $5,651-85.9% |