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 9-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 | $18,926 | $176,377-89.3% | $134,143-85.9% | $158,922-88.1% |
| Participation rate | 92.9% | 78.7%+14.2pp | 72.2%+20.7pp | 82.0%+10.9pp |
| Annual return | 9.70% | 63.63%-53.9pp | 36.33%-26.6pp | 302.83%-293.1pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,194 | $4,091+75.8% | $3,499+105.6% | $5,982+20.3% |
| Admin fee / account holder | $3,443 | $8,718-60.5% | $6,684-48.5% | $11,246-69.4% |