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 | $35,922 | $105,126-65.8% | $94,646-62.0% | $139,434-74.2% |
| Participation rate | 94.1% | 82.4%+11.8pp | 80.8%+13.3pp | 80.3%+13.8pp |
| Annual return | 52.25% | 38.03%+14.2pp | 156.71%-104.5pp | 372.94%-320.7pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,325 | $7,599-3.6% | $7,418-1.2% | $6,710+9.2% |
| Admin fee / account holder | $14,985 | $8,984+66.8% | $7,231+107.2% | $11,403+31.4% |