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 7-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 | $71,394 | $158,398-54.9% | $126,539-43.6% | $142,382-49.9% |
| Participation rate | 84.6% | 75.8%+8.8pp | 69.8%+14.8pp | 80.1%+4.5pp |
| Annual return | 16.96% | 593.76%-576.8pp | 425.95%-409.0pp | 217.08%-200.1pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,566 | $4,767-46.2% | $4,083-37.1% | $6,507-60.6% |
| Admin fee / account holder | $9,482 | $6,918+37.1% | $6,065+56.4% | $12,624-24.9% |