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 | $32,724 | $118,849-72.5% | $96,562-66.1% | $167,490-80.5% |
| Participation rate | 95.7% | 75.5%+20.2pp | 69.8%+25.8pp | 82.1%+13.5pp |
| Annual return | 14.29% | 50.49%-36.2pp | 37.78%-23.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,291 | $4,616-28.7% | $3,849-14.5% | $6,341-48.1% |
| Admin fee / account holder | $3,293 | $8,065-59.2% | $6,181-46.7% | $12,309-73.2% |