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 6-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 | $30,781 | $107,934-71.5% | $91,989-66.5% | $152,861-79.9% |
| Participation rate | 82.4% | 81.2%+1.2pp | 78.6%+3.7pp | 82.4%-0.1pp |
| Annual return | 35.48% | 89.24%-53.8pp | 69.02%-33.5pp | 345.32%-309.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,709 | $6,364-41.7% | $5,923-37.4% | $5,850-36.6% |
| Admin fee / account holder | $3,198 | $10,520-69.6% | $7,743-58.7% | $11,596-72.4% |