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 | $28,601 | $68,346-58.2% | $94,646-69.8% | $75,163-61.9% |
| Participation rate | 93.3% | 76.1%+17.2pp | 80.8%+12.5pp | 67.2%+26.1pp |
| Annual return | 37.15% | 616.93%-579.8pp | 156.71%-119.6pp | 160.62%-123.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,242 | $6,537+56.7% | $7,418+38.1% | $4,125+148.3% |
| Admin fee / account holder | $6,045 | $5,326+13.5% | $7,231-16.4% | $5,651+7.0% |