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 | $42,085 | $108,919-61.4% | $100,391-58.1% | $145,922-71.2% |
| Participation rate | 92.3% | 82.9%+9.4pp | 81.5%+10.8pp | 80.3%+12.0pp |
| Annual return | 12.75% | 57.88%-45.1pp | 49.20%-36.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,303 | $8,445-13.5% | $8,082-9.6% | $6,688+9.2% |
| Admin fee / account holder | $11,409 | $9,689+17.8% | $7,899+44.4% | $13,397-14.8% |