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 | $48,274 | $63,346-23.8% | $92,233-47.7% | $70,131-31.2% |
| Participation rate | 93.0% | 68.7%+24.4pp | 76.5%+16.5pp | 69.5%+23.5pp |
| Annual return | 19.24% | 530.12%-510.9pp | 176.28%-157.0pp | 73.14%-53.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,256 | $2,854+189.3% | $3,897+111.9% | $3,332+147.8% |
| Admin fee / account holder | $4,962 | $3,840+29.2% | $5,194-4.5% | $4,645+6.8% |