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 5-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 | $23,951 | $159,901-85.0% | $146,958-83.7% | $145,922-83.6% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 12.21% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,970 | $8,428-5.4% | $8,070-1.2% | $6,688+19.2% |
| Admin fee / account holder | $1,457 | $15,044-90.3% | $12,998-88.8% | $13,397-89.1% |