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 8-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 | $40,447 | $77,899-48.1% | $149,673-73.0% | $75,163-46.2% |
| Participation rate | 94.4% | 65.6%+28.9pp | 78.8%+15.7pp | 67.2%+27.3pp |
| Annual return | 60.45% | 31.72%+28.7pp | 134.42%-74.0pp | 160.62%-100.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $14,235 | $3,411+317.3% | $5,680+150.6% | $4,125+245.1% |
| Admin fee / account holder | $3,781 | $5,956-36.5% | $13,210-71.4% | $5,651-33.1% |