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 | $14,943 | $77,899-80.8% | $149,673-90.0% | $75,163-80.1% |
| Participation rate | 91.4% | 65.6%+25.8pp | 78.8%+12.7pp | 67.2%+24.2pp |
| Annual return | 68.06% | 31.72%+36.3pp | 134.42%-66.4pp | 160.62%-92.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,723 | $3,411+214.4% | $5,680+88.8% | $4,125+159.9% |
| Admin fee / account holder | $581 | $5,956-90.2% | $13,210-95.6% | $5,651-89.7% |