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 9-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 | $51,819 | $108,919-52.4% | $100,391-48.4% | $145,922-64.5% |
| Participation rate | 95.7% | 82.9%+12.7pp | 81.5%+14.2pp | 80.3%+15.4pp |
| Annual return | 16.43% | 57.88%-41.5pp | 49.20%-32.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $19,611 | $8,445+132.2% | $8,082+142.7% | $6,688+193.2% |
| Admin fee / account holder | $17,192 | $9,689+77.4% | $7,899+117.6% | $13,397+28.3% |