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 | $31,430 | $48,046-34.6% | $84,611-62.9% | $72,985-56.9% |
| Participation rate | 93.2% | 57.6%+35.6pp | 68.2%+25.0pp | 69.5%+23.7pp |
| Annual return | 41.12% | 37.38%+3.7pp | 258.74%-217.6pp | 81.00%-39.9pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,294 | $2,680+134.8% | $3,899+61.4% | $3,607+74.5% |
| Admin fee / account holder | $889 | $3,395-73.8% | $4,912-81.9% | $5,124-82.7% |