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 | $25,712 | $48,230-46.7% | $67,502-61.9% | $80,856-68.2% |
| Participation rate | 89.7% | 66.4%+23.3pp | 72.9%+16.8pp | 67.6%+22.0pp |
| Annual return | 16.40% | 18.28%-1.9pp | 3512.12%-3495.7pp | 35.59%-19.2pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,724 | $2,924+266.8% | $4,000+168.1% | $4,296+149.6% |
| Admin fee / account holder | $3,537 | $3,681-3.9% | $3,998-11.5% | $6,918-48.9% |