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 6-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 | $27,205 | $105,181-74.1% | $159,436-82.9% | $85,850-68.3% |
| Participation rate | 72.5% | 75.8%-3.2pp | 82.8%-10.3pp | 69.3%+3.2pp |
| Annual return | 26.23% | 45.07%-18.8pp | 263.57%-237.3pp | 318.53%-292.3pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,556 | $5,945-6.5% | $7,352-24.4% | $3,952+40.6% |
| Admin fee / account holder | $1,105 | $6,933-84.1% | $10,799-89.8% | $6,260-82.3% |