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 | $31,860 | $94,625-66.3% | $116,228-72.6% | $84,808-62.4% |
| Participation rate | 96.6% | 70.4%+26.1pp | 74.6%+22.0pp | 68.3%+28.2pp |
| Annual return | 65.03% | 20.40%+44.6pp | 90.06%-25.0pp | 40.90%+24.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,731 | $3,972+119.8% | $4,953+76.3% | $4,212+107.3% |
| Admin fee / account holder | $621 | $10,091-93.8% | $11,989-94.8% | $7,344-91.5% |