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 4-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 | $17,420 | $53,516-67.4% | $126,539-86.2% | $84,808-79.5% |
| Participation rate | 74.2% | 58.2%+15.9pp | 69.8%+4.4pp | 68.3%+5.9pp |
| Annual return | 21.96% | 58.34%-36.4pp | 425.95%-404.0pp | 40.90%-18.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,645 | $2,671+111.4% | $4,083+38.3% | $4,212+34.0% |
| Admin fee / account holder | $1,378 | $4,497-69.3% | $6,065-77.3% | $7,344-81.2% |