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 8-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 | $48,101 | $83,902-42.7% | $167,512-71.3% | $84,808-43.3% |
| Participation rate | 93.8% | 66.5%+27.3pp | 77.1%+16.7pp | 68.3%+25.4pp |
| Annual return | 14.45% | 91.55%-77.1pp | 1615.79%-1601.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,303 | $4,442-3.1% | $6,405-32.8% | $4,212+2.2% |
| Admin fee / account holder | $338 | $7,915-95.7% | $9,769-96.5% | $7,344-95.4% |